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Carla Matrisciano, CPA

Director Retirement Services

rewrCarla Matrisciano is an investment advisor representative with over 20 years’ experience in the financial services industry. In her role, she is the primary contact and relationship manager for existing investment advisory clients. She serves as the subject matter expert, focusing on defined contribution retirement plans. She takes ownership of client issues and provides a proactive approach in working on complex client matters. Additionally, Carla provides financial guidance and education to 401(k) participants. Her technical expertise includes solid internal and external financial reporting and analysis.

Carla earned her Bachelor’s Degree of Science in Accounting from Seton Hall University. She is a member of the New Jersey State Society of CPA’s and the American Institute of Certified Public Accountants.

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