Matt has already been assisting BSW in various capacities during the past eight weeks, and his professionalism and career aspirations proved a great match for BSW.
Matt will initially be supporting BSW in Client Services, working closely with Alexandra and Sarah to assist clients, BSW teams, and colleagues; while also learning both BSW’s internal systems and those of our external partners, such as Schwab. Following this introductory period, Matt will transition to a Planning Associate role directly supporting BSW’s advisory group — while also shadowing BSW’s investment group to gain a more robust understanding of BSW’s full efforts on behalf of clients.
Matt comes to BSW with strong experience managing teams, has become well versed in impact investing considerations through his key role in BSW’s and R3 Returns’ impact reporting efforts, and he is currently pursuing his CFP designation. Matt is also the first second-generation member of BSW — a unique milestone as BSW celebrates its 22nd year.
Join us in welcoming Matt (firstname.lastname@example.org) and, as always, please reach out if BSW can be of assistance — we are happy to help!