JOHN MATTO

John joined Beacon Financial Strategies in 2019 and serves as our Portfolio Administrator.  John attended the University of North Carolina at Greensboro where he earned a Bachelor of Science in Finance with a minor in Economics.

John provides assistance in all facets of the investment management process. His job responsibilities include helping facilitate the onboarding process for investment clients, interacting with custodians (TD Ameritrade and Schwab Institutional) on client service matters and managing Beacon’s portfolio accounting system.

John is also the point of contact for anything administrative in nature.  He handles all administrative issues relating to client brokerage accounts, client service requests and scheduling meetings.

John is huge soccer fan, in his spare time he officiates high school, college, and professional soccer matches. When he is not on the field officiating, John loves eating at local restaurants and spending time with family.

To get to know John Matto better, listen to an interview with him on our podcast, Finance in a Flash!