Boston - One Boston Place

Matthew Ilteris

CFP®, EA

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Matthew Ilteris

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Matthew Ilteris

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • EA – Enrolled Agent

About Matthew

Matt provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to corporate executives and high-net-worth clients of Focus Partners Wealth. He is a co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

As a lifelong athlete, Matt has completed multiple marathons and also enjoys playing hockey during the winter months. He also enjoys spending time with his wife and children.

Education and Professional Milestones

-Virginia Tech - Bachelor of Science in corporate finance with a minor in business leadership

-Named a “Five Star Wealth Manager” by Boston magazine in 2016 and 2017

-Originally joined the firm as a portfolio administrator in Focus Investment Management