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Matthew Barte

Matthew Barte

Client Service Associate

Matthew Barte graduated with dual concentrations in Economics and Finance from Babson College, where he was also a first chair violinist. As a Client Service Associate he is responsible for assisting clients with their account servicing needs while enhancing and maintaining strong client relationships. Matthew is looking to get his series 7 license and eventually receive a CERTIFIED FINANCIAL PLANNER™ designation. 

In his free time, Matthew enjoys spending time with family and friends, watching his hometown Los Angeles Lakers, trying new restaurants, and attending boxing classes.