MATTHEW MONTELLA

As a Junior Financial Analyst, Matthew provides research insight and financial data analysis. He works with Todd M. Ingwersen, CFP®, CIMA® to help determine investment opportunities in prospective markets. Montella also helps maintain the information technology aspects of the firm. Montella graduated from Stony Brook University with a B.S. in Applied Mathematics and Statistics, and currently lives in Sherborn, MA.

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