Matthew Montella

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. 

(844) 996-3300    



  • Level 3 CFA® Exam Candidate


  • Stoneybrook University, B.S. in Applied Mathematics and Statistics


Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

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Timely Financial Guidance

Timely Financial Guidance

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