Matthew Montella
Matthew is a Financial Analyst at the Harvest Group. He provides research insight and financial data analysis across asset classes in a variety of prospective markets.
After graduating from Stony Brook University with a B.S. in Applied Mathematics and Statistics, he joined The Harvest Group, utilizing his background to help develop mathematically based financial models for the firm.
In addition to being a member of the firm's Investment Committee, he helps maintain various data and technological aspects of the firm.
Currently, He is a Level 3 CFA® Exam Candidate.
Taxable vs. Tax-Deferred Savings
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Timely Financial Guidance
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