Management Team
Consulting/Client Service
Matthew Andrulot, CFP
Regional Director, ConsultingMatthew Andrulot is a Regional Director of the Consulting Group who oversees existing advisor relationships, manages new advisor implementation, and consults existing and prospective advisors on strategic business initiatives associated to Fortigent’s research and reporting solution. He also plays a key role in the integration of the Fortigent solution with new clients, focusing primarily on corporate logistics, quantitative modeling applications, investment solutions, and our technology interface.
Prior to joining Fortigent, Matt was a Vice President for Fidelity Investments Private Access Group, where he managed $1.2 billion in retail assets. While at Fidelity, Matt performed complex portfolio construction, estate planning, and tax planning for high net worth individuals and corporations.
Matt earned a Bachelor of Arts degree in Business Administration and Bachelor of Science in Economics from the University of New Hampshire at Keene State College. He holds a Certified Financial Planning (CFP) designation as well as FINRA Series 7, 63, and 65 licenses.
