Matthew is a Manager in Greybrook’s Investor Services group. He works with the Private Capital Markets team to support investor management activities and deliver exceptional client service throughout investor compliance, investment fulfillment, and ongoing account management processes.
Before joining Greybrook, Matthew accumulated experience in various sales and services positions within leading banks and investment firms. In his most recent position, he was an associate at Sage Wealth, a financial planning firm in Toronto. He oversaw all facets of client service relationships and trading activities for high-net-worth clients.
Mathew graduated with a Bachelor of Arts as well as a Commerce certificate from Queens University. He has also completed the Canadian Securities Course (CSC), the Conducts and Practices Handbook Course (CPH) and the Wealth Management Essentials Course (WME).
Matthew is a registered dealing representative of Greybrook Securities Inc., an exempt market dealer (registered in Ontario and certain other provinces) related to Greybrook Realty Partners.