The Harvest Group welcomes Matthew Montella to the team as a Junior Financial Analyst.
As a Junior Financial Analyst, Montella 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. He is currently studying for his Series 7 Exam to become a general securities representative. Montella graduated from Stony Brook University with a B.S. in Applied Mathematics and Statistics, and currently lives in Sherborn, MA.
In October 2016, Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™ left UBS to form their own family-owned, registered investment advisor (RIA), The Harvest Group.
Commenting on the move and the recent hire, Roger Ingwersen, said, “Our team continues to grow and we are excited for the future. We have developed an environment where advisors and staff are supported and encouraged to embrace their entrepreneurial spirit-not only as employees, but as potential future business owners. Matthew shares the same vision and dedication to exemplary client service and a fiduciary mindset. We welcome him to our extended family.”
About The Harvest Group
Based in Waltham, MA, The Harvest Group is a family-owned registered investment advisor (RIA) specializing in family wealth management. Led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™, the firm provides individuals, families and family businesses with customized wealth management, investment management and financial planning services.
Applying a holistic approach to wealth management, The Harvest Group takes a long-term perspective to growing and preserving individual and family wealth. The family team of certified financial planners understands from first-hand experience that family wealth management is not just about money, but often involves complex and unique issues: family dynamics, amicable conflict resolution, business succession planning, and more.
The Harvest Group Wealth Management, LLC is an SEC registered investment adviser principally located in Waltham, MA. Information regarding our firm’s services can be found at www.myharvestgroup.com. A copy of our current written disclosure Brochure discussing our advisory services and fees remains available upon request.