Matthew B. Terzian, CFA, CFP®

Matthew B. Terzian, CFA, CFP®
Associate Advisor:
Michael Knight, CFP®
Client Service Associate:
Lisa Loeffel

Matthew B. Terzian, CFA, CFP®

Senior Wealth Advisor

Matt has over two decades of investment and capital markets experience having managed over $2 billion of assets, including equities, fixed income and real estate in his career.  Prior to joining ACM, Matt was a Portfolio Manager at Resources Management Corp; Bradley, Foster & Sargent and BNY Mellon Wealth Management.

Matt is a CFA charter holder and holds the CFP® designation.  He earned a Bachelor of Arts from the University of California, Santa Barbara and an MBA from the University of Southern California.   He is currently Chairman of the Board of Education in Litchfield, CT.  Previously, Matt was a founding board member of KidsPlay Children’s Museum in Torrington, CT, a trustee for the Litchfield Historical Society, and was the Vice Chairman of the Town of Litchfield Board of Finance.

Matt lives in Litchfield, CT with his wife, Jennifer, their three children, and black lab, Mary.   He enjoys fishing, winter sports, the beach, college football and spending time with his family.  He is a published author, musician, a second-degree black belt in Tae Kwon Do and a second-degree black belt in Tang Soo Do.

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