Matthew Morin
About Matthew Morin
Matthew Morin is a Senior Associate and Internal Consultant at Eaton Vance, specializing in Independent Financial Institutions in Ohio. He has a strong background in sales and relationship management, having achieved 142% of his sales target in 2017 and previously held positions at Bank of America and Columbia Management Investment Advisors.
Current Role at Eaton Vance
Matthew Morin serves as a Senior Associate, Internal Consultant, Independent Financial Institutions (IFI) Ohio at Eaton Vance since 2015. In this role, he is responsible for managing a sales territory in Florida, where he focuses on cultivating and growing relationships with targeted producers and prospective clients. His work involves consulting with institutional portfolio managers, key accounts, and the wealth strategies group to drive results on firm initiatives.
Previous Experience in Financial Services
Prior to his current position, Matthew Morin held several roles in the financial services industry. He worked at Bank of America as an AVP, Wealth Management Banker, Premier Banking and Investments from 2005 to 2009. He also served as Regional Sales Director at Columbia Management Investment Advisors, LLC from 2010 to 2013, where he focused on the Independent Advisor Channel.
Sales Achievements
In 2017, Matthew Morin achieved 142% of his sales target through proactive sales strategies that included phone, email, and in-person meetings. This accomplishment highlights his ability to effectively engage clients and drive sales performance within his territory.
Education and Academic Background
Matthew Morin studied at Framingham State University, where he earned a Bachelor of Science degree in Business Administration. His academic background provides a foundation for his expertise in financial consulting and portfolio management.
Specialization in Portfolio Consulting
Matthew specializes in consulting on portfolio construction, emphasizing diversification and risk management. He provides actionable recommendations for client portfolios, ensuring that investment strategies align with clients' financial goals and risk tolerance.