Matthew McPhail

CFA®, AIF®

Head of Investment Strategy

Professional Experience

For nearly two decades, Matt has been a vital player at Sentinel, guiding the company's investment research and asset allocation strategies. His role in the expansion of Sentinel Pension Advisors (SPA) has since positioned him as the current leader of the Sentinel Investment Committee.

From setting the company’s investment policy to managing client portfolios, Matt clearly and candidly communicates market insights to clients. You can find his quarterly market report here

Fun fact about Matt: Having been a home brewer for over 10 years, Matt is the unofficial Sentinel expert on craft beer and brewing!
 

Educational Background and Certifications

  • Krannert School of Management, Purdue University, West Lafayette, IN – Bachelor of Science – Management and Finance
  • Chartered Financial Analyst®, CFA®
  • Accredited Investment Fiduciary®, AIF®

Hometown

Wakefield, MA

Out of the Office

Matt enjoys spending time with his wife and 3 young children. With what’s left of his free time, he spends reading, golfing or following his beloved Purdue Boilermakers.

Check the background of this investment professional on FINRA's BrokerCheck.

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