By Blox Content Management
GREAT BARRINGTON 鈥 American Investment Services has announced that Matthew Burnell, certified financial planner, has joined the firm as a wealth manager.
Burnell brings a strong background in comprehensive financial planning and tax-focused strategies, strengthening the company’s mission to provide objective, research-driven advice to clients.
He holds a bachelor of arts degree in psychology with a minor in finance from the State University of New York at Plattsburgh, and an MBA with a concentration in taxation from the Massry School of Business at SUNY Albany. He also earned the prestigious certified financial planner designation, underscoring his commitment to fiduciary standards and client-first financial guidance.
Before joining AIS, Burnell served as a financial analyst and senior financial planner at AYCO, a Goldman Sachs Company. In that role, he provided sophisticated financial planning services to high-net-worth individuals and executives of Fortune 500 companies. He also gained valuable experience at a regional CPA firm in New York鈥檚 Capital District, where he advised both individuals and business owners in dual roles as a financial adviser and tax accountant.
鈥淲e鈥檙e thrilled to welcome Matt to AIS,鈥 said John Barry, president and CEO. 鈥淗is depth of experience, particularly in planning for high-net-worth clients, and his tax expertise are tremendous assets to our clients.鈥
Outside of the office, Burnell enjoys live music, skiing, golfing, cooking and rooting for the Boston Celtics.
For more information about American Investment Services and its team, visit americaninvestment.com.