What can we help you find?

Matt McCall

Matthew McCall

Director
Service & Operations
Boston, MA
As a Director on the Client Operations team, Matthew leads the group responsible for the Addepar performance reporting system. He oversees the ingestion, validation, and availability of client data for use across the firm by client-facing and operational teams.
Matthew is driven by the need to offer a simple and straightforward system to our teams and clients to easily access their data and make informed financial decisions.

Experience

  • 15+ years of experience in wealth management operations
  • Previously spent 11 years at Pathstone on the Capital Markets team

Education & Credentials

  • B.A. in Economics and Psychology, Bowdoin College

Beyond SCS

Matt enjoys spending time with his wife, three children, and their new puppy. In his spare time, he enjoys woodworking and visiting Maine with his family.

 

Latest Insights

Cultivating Capable Kids: A Three-Phase Roadmap for Preparing Your Family’s Future Wealth Stewards

Should I Start a Single-Family Office? Why the Math Usually Doesn’t Work

Starting College on the Right Foot: Helping Your Student Build Financial Independence