Matthew Santos

Matthew Santos is a Wealth Advisor at Corient, having transitioned from Portola Partners during its rebranding in July 2023. Since July 2021, Matthew has also served as a Primaries Due Diligence Fellow at Portfolio Advisors, LLC. Prior experience includes positions as an Associate and Financial Analyst at Portola Partners from January 2020 to July 2023, and as a Financial Analyst at Brownson, Rehmus & Foxworth in late 2019. Earlier career experience includes a role as a Securities Summer Analyst at Goldman Sachs and a Treasury Intern at Cambridge Savings Bank. Matthew holds a Bachelor's degree in Economics and Psychology from Amherst College and has also attended Charles University and St. John Paul II High School.