Matthew Bean

Client Advisor at Congress Wealth Management

Matthew Bean is currently a Client Advisor at Congress Wealth Management. Prior to that, they were an Associate Consultant at NewVantage Partners from June 2014 to August 2015. Before that, they were a Fixed Income Trade Support at MFS Investment Management from July 2013 to January 2014. Matthew was also an Inbound Sales at MFS Investment Management from July 2012 to April 2013.

Matthew Bean graduated from Northeastern University with a Bachelor of Science in Finance. Matthew also attended Thayer Academy and Fessenden School.

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Timeline

  • Client Advisor

    Current role

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