Boston, MA
Newport, RI
Providence, RI
Waltham, MA
Matthew Glynn
Partner, Director of Risk Management Services
I am excited to join a team that is always ready to roll up their sleeves and deliver solutions to help our clients succeed. It’s wonderful to be part of a team backed by that “client first” mindset.
Background
- Over 20 years experience in the financial services industry with a focus on working with business owners and high-net worth individuals
- Helps clients with addressing family governance complexities and addressing generational wealth concerns
- Experience includes executive compensation program design
Professional
- Financial Planning Association
- Rhode Island Society of Certified Public Accountants (RISCPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
Community
- Cape Cod YMCA, Former Board Member
- Cape Cod YMCA, Former Golf Committee Member
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