Commonwealth Financial Network
Mathew P. has extensive experience in strategic retirement solutions, currently serving as Vice President at Commonwealth Financial Network since September 2014 and holding various leadership roles within the organization. Prior experience includes positions as Director of Product Management at Fidelity Investments and Investment Specialist at BNP Paribas Investment Partners, focusing on equity funds. Mathew's career began in finance with roles at Loomis Sayles & Company, State Street Bank, and Fidelity Investments, where responsibilities included structured finance and portfolio accounting. Mathew holds a Master’s degree in Investment Management from the Questrom School of Business at Boston University and a Bachelor of Science in Information Management & Technology from Syracuse University.
Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021