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Matthew Mobilio, CFA, CFP

Portfolio Manager

Matthew has 10 years of experience in the financial services industry, where he has worked closely with clients on their investments and assisted with their financial planning needs. He holds a Bachelor of Business Administration (BBA) degree in Finance and Financial Management, providing a strong foundation for his professional career.

In addition to his experience, Matthew has earned the highly regarded Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) designation, showcasing his expertise and commitment to the field.

Outside of his professional life, Matthew enjoys spending time with family and traveling with his wife, Karyssa.

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