Matthew McPhail


Head of Investment Strategy

Professional Experience

Matt joined Sentinel Benefits & Financial Group in 2004 and has oversight of the investment programs, investment manager selection and asset allocation strategies offered through Sentinel Pension Advisors, Inc. He leads the Sentinel Investment Committee and is responsible for communicating information on financial markets to our Advisory Representatives.

Matt received the Chartered Financial Analyst® (CFA®) designation in 1997 and is currently a member of the Boston Security Analysts Society and the CFA Institute. Prior to joining Sentinel Benefits Group, Inc., Matt held portfolio management positions with both Loring, Wolcott & Coolidge in Boston and Cabot Money Management in Salem, MA.

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®