Matthew SantarsieroAssociate Wealth Advisor

 

Matthew is an integral part of Independent Wealth Management’s Financial Life Planning and Investment Management team. He is a graduate of the University of Rhode Island, College of Business Administration where he earned a B.S. in Finance. Prior to joining IWM, Matthew gained experience as an analyst at a wealth management and family office firm in New York where he was responsible for portfolio management and investment analysis.

Matthew holds both the Series 7 & 66 securities registrations with LPL Financial and is currently enrolled in the CERTIFIED FINANCIAL PLANNER (CFP®) certification education program with The American College of Financial Services.  In addition to financial planning analysis, he is most excited about contributing to IWM’s team approach to helping clients pursue their financial dreams. Matthew has served as a judge for InvestWrite, an innovative national writing competition, produced by The Stock Market Game program which adds a critical thinking component to help reinforce financial concepts learned in the classroom. In his spare time, Matthew enjoys spending time at the beach and is a devoted New York Yankees fan.