Matthew Civello, CTFA
Senior Administrative Associate
DESIGNATIONS: CTFA
LICENSES: Series 66, Series 63, Series 7, Series 9 and 10
Matt joined Pension Professionals in March of 2023 bringing a decade of experience in the financial services industry working with individuals and families helping them achieve their lifetime financial goals. After graduating from the University of Massachusetts in 2011, he worked in a variety of roles with Fidelity Investments including trading, advising clients, providing middle office support, as well as administering trusts. During this time, Matt earned the Series 7, 9, 10, 63 and 66 licenses from FINRA and the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. Additionally, as part of pursuing the CTFA, Matt graduated from Cannon Financial Institute’s Trust School.
At Pension Professionals, Matt leads the administrative team and works closely with the Wealth Managers to efficiently implement and maintain financial plans for individuals and families. Matt’s mix of experience as an investment advisor and mastery of operations make him an important team member and resource for our clients, administrators, and wealth managers.
“I’m proud to be a part of a team that cares deeply about the families we serve; and we work hard to ensure our clients leave a legacy consistent with their values. It’s wonderful to wake up everyday and go into an office that has a family feel.”
Matt currently lives in South Portland with several animals. When not working, Matt enjoys the vibrant Portland art scene, rooting on the Atlético de Madrid futbol club, and enjoying the natural wonders of Maine.