Manager, Portfolio Advisory
Kevin brings over twenty-five years of experience in the financial, equity, and trading spaces.
Kevin Matson joined Addicus in 2020 as Manager, Portfolio Advisory. He specializes in financial services, retirement planning, equity management, and trade management strategies for a select group of U.S., Non-U.S., and global citizens.
Prior to joining Addicus, he served as Director of US Institutional Equities from 2018 to 2020. Before that he worked as Managing Director of Equity Trading with Instinet (Nomura) from 2000 to 2017, where he successfully achieved peak account growth up to 500%. In March of 2020, he joined MSF Companies which later joined Addicus in June, of 2020.
Since 1995, Kevin has built a proven track record of meaningful revenue for those he has worked with by originating and driving new business, resurrecting dormant accounts, and developing reliable client relationships. He is a skilled sales professional and has vast experience in assisting buy-side clients for block trading, program trading, and algorithmic trading via cutting edge technology which has resulted in several million dollars in annual revenue.
Kevin graduated from the University of Rhode Island in 1994 with a Bachelor of Science degree in Finance and Economics. He holds the NASD Series 3, Series 7, Series 24, Series 55, and Series 63 licenses.
Kevin resides in the Greater New York City Area, NY, with his wife Tracey and their three children. When Kevin is not working or spending time with his family, he enjoys doing community service with organizations such as Bedford Pound Ridge Baseball Associate, Bedford Village Chowder & Marching Club, and the Fresh Air Fund.firstname.lastname@example.org 212.729.1718 x7002