Irish America Magazine’s Post

Congratulations to first-time Wall Street 50 honoree Joseph J. Matthews CFA, CFP®. Joe is a Senior Institutional Consultant and Financial Advisor and has been the Branch Manager of Morgan Stanley’s Fairfield, CT branch since 2012. In these roles, he helps advisors address the needs of institutional and high-net-worth investors. Additionally, as a Government Entity Specialist Joe is designated by Morgan Stanley to assist municipalities with their retirement plans. Joe earned a bachelor’s degree in accounting and a master’s degree in organizational communication from Fairfield University and has been an adjunct professor there for 17 years teaching economics and finance. Joe has earned professional designations including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Joe and his family have been members of Fairfield’s Gaelic-American Club for over 50 years. He is an Irish citizen by birth and his mother is a Donegal native. Joe and his wife Deb have 3 grown children and 2 grandchildren. https://lnkd.in/e8R7J2wZ

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