Matthew C. Casieri
Role at Appleton
Matt joined Appleton in 2017 as an Operations and Control Analyst. In this role, he oversees the interface with custodial data and the daily account reconciliation process. In addition, he supports trade processing and trade settlement.
Prior to joining Appleton on a full-time basis after his college graduation, Matt served as Clients & Investments Intern with the firm. Since then, he has earned the CFA Institute Investment Foundations® Certificate and is a CFA Level 1 candidate.
B.A., Bates College
Matt is originally from Medfield, MA and has recently made the move to South Boston. He is an avid New England sports fan and enjoys skiing, playing golf, fishing and going to the beach in his spare time.