Investment Operations Analyst
Jarrett Matson is an Investment Operations Analyst at Lake Street Advisors. He is responsible for executing client trades, managing the implementation and execution of client investment decisions, and preparing alternative investment transactions.
Prior to joining Lake Street in 2021, Jarrett worked on the operations team at Federated Hermes MDT Advisers in Boston, Massachusetts where he handled client onboarding, daily reconciliation of institutional and individual accounts, and processed money movement and general client requests.
Jarrett grew up in Concord, New Hampshire and attended Southern New Hampshire University in Manchester, New Hampshire where he earned his B.S. in Economics and Finance. Outside the office, Jarrett tries to spend as much time outdoors as possible. In the colder months, you’ll find him backcountry skiing all over New Hampshire. In the warmer months, he loves to fly fish in the local trout rivers and hunt for stripers up and down the coast of New England.
