Meet Matt
Matt is a Financial Planner based in Boston, Massachusetts. He joined Mercer Advisors in 2025 through the acquisition of O’Brien Wealth Partners where he served as a Support Advisor. Prior, he held roles at First Republic Bank and JP Morgan Chase, as well as Commonwealth Financial Network. Matt earned a B.A. degree in economics from University of Massachusetts, Amherst. He is a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Matt is very thoughtful and analytical. He enjoys taking in all the details and coming up with creative solutions to issues or finding ways of meeting specific goals for clients.
Matt in real life
What keeps you busy outside of work?
I enjoy trying new restaurants with family and playing volleyball in various leagues around Boston.
How do you give back?
I enjoy volunteering for multiple charitable organizations around Boston. I have helped with the AARP Tax-Aide program assisting low-income and senior citizens with filing their taxes. Also another cause close to my heart is the Read to a Child program at the Stanley Elementary School in Waltham, Massachusetts.
What’s one thing you are surprisingly good at?
I am very good at coming up with solutions to problems whether hypothetical or in the real world. My friends and family often say I should have been an engineer.
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