Fortigent™

Matthew Andrulot, CFP

Matthew Andrulot is a Director of the Consulting Group, and the primary point of contact for many Fortigent client relationships. Matt provides ongoing consultation regarding asset allocation, portfolio construction, staff development, and analytical modeling situations. He also plays a key role in the implementation of the Fortigent solution with new clients, focusing primarily on logistics, quantitative modeling applications, and the Advisor Portal, our technology interface with Fortigent clients.

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, where he focused in investments, and banking. He holds a Certified Financial Planning (CFP) designation as well as NASD Series 63, 65, 7, 9, and 10 licenses.