Matthew is originally from and educated in London, United Kingdom, where he spent over a decade in the financial services industry. Coming to the United States in 2014, Matthew continued his financial services career at Merrill Lynch in Boulder, Colorado and now resides on our team here at the downtown Denver RBC office.
As our Registered Client Associate, Matthew is FINRA Series 7 & 66 licensed and will provide a high level of service to all our clients by handling the important administrative and client support services for us. Some of his duties will include: investment and trade execution, fund receipts and disbursements, research of client account inquiries, assisting clients and their tax advisors with cost basis and other related tax information issues, coordinating client estate settlement and disbursement activities and all administrative account management responsibilities. Recreationally, Matthew enjoys the outdoor lifestyle that Colorado provides and takes full advantage of the mountains during the winter months.