Matthew profile

Matthew Mortimer, CIMA®

Vice President, Relationship Director and Investment Specialist

Matthew is Vice President, Relationship Director and Investment Specialist at Avantis Investors®. He serves as the primary wealth management wholesaler for advisors across all channels throughout Connecticut and parts of New York.


Matthew joined Avantis Investors in 2026 and brings 12 years of experience in the financial services industry. Before joining Avantis Investors, he was part of J.P. Morgan Asset Management’s Institutional Advisor team, where he covered Registered Investment Advisory firms across the Northeast.


He holds his Bachelor of Science in Accounting and Finance from Cedarville University. Matthew holds the Series 7 and 63 licenses and CIMA® Designation.


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