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Matthew Glynn

Director of Business Development

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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