Matt Lindberg, CFA®

• Associate, Portfolio Integration

Matt is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Matt drives portfolio reporting and data integrity for client meetings.

Matt Lindberg, CFA®

• Associate, Client Service

With several years of experience driving excellence in operations and client experience, Matt is responsible for prompt client response and client satisfaction. Matt manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.