Boston - One Boston Place

Matthew Ilteris

CFP®, EA

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Matthew Ilteris
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