Matthew Conroy, Esq., CFP®
Senior Financial Advisor
Matt earned his Juris Doctor, cum laude, from Suffolk University Law School and his Bachelor of Arts degree in Economics from the College of the Holy Cross in Worcester, Massachusetts. His areas of specialty include portfolio management; estate planning; gift, estate, trust, and individual taxation; and financial planning. He works closely with business owners, VC entrepreneurs, and multigenerational families in all aspects of their financial lives. Prior to Argent, Matt worked with PricewaterhouseCoopers LLP and Grant Thornton LLP in their private wealth services group. In addition to being a licensed attorney in the Commonwealth of Massachusetts, he is a CERTIFIED FINANCIAL PLANNER™.
Matt recently completed a 3-year term as a member of The Boston Foundation's Professional Advisors Network. The goals of this group are to bring together professionals from a variety of disciplines to develop a deeper understanding of philanthropy and learn ways to incorporate philanthropy into their work. Matt enjoys skiing, biking, and traveling in his spare time.