Matthew McPhail

CFA®, AIF®

Head of Investment Strategy

Professional Experience

Matt joined Sentinel 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 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®

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.

This website uses cookies. By accepting the use of cookies, this message will close and you will receive the optimal website experience. For more information on our cookie policy, please visit our Privacy Policy.