Matthew Mongeau
About Matthew Mongeau
Matthew Mongeau is the Vice President at Brookfield Oaktree Wealth Solutions, responsible for distributing various investment strategies to RIAs and Family Offices in the Southeastern United States.
Current Position at Brookfield Oaktree Wealth Solutions
Matthew Mongeau currently serves as Vice President at Brookfield Oaktree Wealth Solutions, a division of Brookfield Asset Management. He began this role in January 2023, and operates from the New York, New York office. His responsibilities include distributing a diverse range of investment strategies such as Private Equity, Real Estate, Infrastructure, Credit, and Hedge Fund strategies to Registered Investment Advisors (RIAs) and Family Offices in the Southeastern United States.
Past Experience in Wealth Management
Before his current role, Matthew held the position of Assistant Vice President at Brookfield Oaktree Wealth Solutions, also in New York, New York. He served in this capacity for 7 months in 2022. Prior to this, he worked at Partners Group as a Client Solutions Analyst from 2020 to 2022, and served as an Internal Wholesaler at Amundi Pioneer from 2018 to 2020, both positions based in Boston, Massachusetts.
Early Career and Financial Background
Matthew's early career began with roles such as Financial Advisor at McAdam Financial in the Greater Boston Area from 2017 to 2018 and Investment Research Intern at Lipe & Dalton in Syracuse, New York for 2 months in 2016. These positions provided him with a solid foundation in financial advisory and investment research.
Educational Background
Matthew Mongeau completed his Bachelor's degree in Economics from Syracuse University, attending from 2015 to 2017. Prior to that, he graduated from Xaverian Brothers High School with a High School Diploma, where he studied from 2007 to 2011. His educational background has provided a strong foundation for his career in wealth management and investment distribution.