Matt Karlson

Matt Karlson is currently a Senior Relationship Manager at Fidelity Stock Plan Services, where they lead a team to support high-net-worth clients in achieving their financial goals through comprehensive wealth management strategies. They have built a successful book of business worth over $2 billion in assets under administration since stepping into this role. Previously, Matt held various positions at Fidelity Investments, including Financial Representative and Planning Consultant, where they developed skills in managing complex financial portfolios. They earned a Bachelor of Arts in Economics and Political Science from Villanova University, along with minors in Business and French. Outside of work, Matt enjoys skiing, mountain biking, hiking, and cooking.