About Matthew

Matthew is responsible for developing customized investment, insurance and financial strategies for both personal and business needs.

Matthew has over twenty years of experience in the financial services industry, and is the founder of First Litchfield Investments, LLC.  Previously he spent eleven years at Raymond James Financial Services, Inc. at Union Savings Bank and as Investment Executive at Infinex Financial Group located at First National Bank of Litchfield. Previous to this position Matthew was Senior Trust Officer and Trust Consultant at The MassMutual Trust Company, FSB. In addition, Matthew previously held positions of Trust Officer for both Webster Trust Company and Phoenix Charter Oak Trust Company.



Matthew received a bachelor’s degree in Business Administration from St. Michael’s College and a master’s degree from Brenau University while serving in the U.S. Navy (submarines). He is also a graduate of the New England School of Banking (Trust) at Williams College, and the American Banking Association National Graduate Trust School at the University of Chicago. In addition, Matthew has been awarded the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. The CTFA designation is awarded to individuals who demonstrate excellence in the field of trust and investment management.  Matthew currently holds the Series 7, 63, and 65 registrations.

Matthew is actively involved in the community and sits on the Board of several not-for-profit organizations.