Matthew Glynn
Partner, Director of Risk Management Services
Experience
- Over 20 years experience in the financial services industry with a focus on working with business owners and high-net worth individuals.
- Director of Risk Management Services including Insurance Solutions
- Helps clients with addressing family governance complexities and addressing generational wealth concerns.
- Experience includes executive compensation program design.
Professional
- Financial Planning Association
- Rhode Island Society of Certified Public Accountants (RISCPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
Community
- Cape Cod YMCA, Former Board Member
- Cape Cod YMCA, Former Golf Committee Member
"I am excited to be on a team that is always ready to roll up their sleeves and deliver solutions to help our clients succeed. It’s wonderful to be part of a team backed by that 'client first' mindset."