Matthew Paniati joined Capital Advisors Group in 2015. As Research Analyst, he is responsible for monitoring investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives. His role also includes distributing reports on relevant macroeconomic data to clients.
Matt earned a B.S. in Economics-Finance (magna cum laude) from Bentley University. He is a CFA candidate, having passed level two of the CFA exam.