Matt Latterell Associate Onboarding Manager

Matt Latterell is the Associate Onboarding Manager at Cassaday & Company, Inc., and has been with the firm since September 2023.

He is responsible for developing project plans for new clients, guiding clients through the onboarding process, and initiating and monitoring incoming account transfers.

Matt graduated from Geroge Mason University with a Bachelor of Science in Business Management and brings over 7 years of experience in the financial services industry.

In his spare time, he enjoys skateboarding, snowboarding, cooking, and spending time with his wife and daughter. Originally from South Dakota, Matt has been a proud Virginian since 2017 and is currently residing in Sterling, Virginia.

Matt is not registered with Osaic Wealth, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.