Matthew C. Badavas CFP®
Director
Service & Operations
Boston, MA
As a Director on the Client Service Solutions team, Matt supports SCS advisors by translating client needs into operational workflows, including executing estate plans, onboarding new clients, and facilitating investments into SCS pooled vehicles. Additionally, he helps manage key external partners, including custodians, administrators, and other third-party providers that support the firm’s operating model.
Matt values the complexity and uniqueness of each family he serves. He is driven to position colleagues to best support clients’ evolving needs, while continuously improving processes and efficiency. His goal is to deliver the SCS white-glove service with the responsiveness and care each situation requires.
Experience
- 15+ years of experience serving ultra-high-net-worth families
- Spent over six years on SCS’ Private Client Group directly supporting clients’ financial needs before building the Client Service Solutions team
- Previously spent two years at JDJ Resources (now Trove) supporting clients with consolidated reporting, bookkeeping, and bill pay
Education & Credentials
- B.S. in Business Administration and Accounting, Northeastern University
- CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
Matt enjoys spending time with his wife, Danielle, and his two children, Natalie and Leo. He enjoys playing golf, trying new restaurants, traveling, landscaping, and coaching his kids’ sports teams.
