Matthew Boyle

Matthew Boyle is a finance professional with a diverse background in analytical and customer service roles within the financial services industry. Currently serving as an Analyst at Cadaret Grant since July 2021, Matthew specializes in advisor report analysis and project management to enhance advisor acquisition and retention. Previous experience includes positions as an Advisory Managed Accounts Representative and Financial Representative at Harmony Financial Services, where Matthew developed financial planning tools and engaged in client outreach efforts. Matthew's career began as a Credit Analyst I at Community Bank System, Inc., and spans roles at BNY Mellon, Wegmans Food Markets, and various positions during academic tenure at the State University of New York College at Oswego. Matthew holds a Bachelor's degree in Finance from SUNY Oswego and has obtained Series 7 and Series 63 licenses.