About
Matthew R. Landon, CFA, is a partner at Napatree Capital LLC, bringing more than 25 years of broad investment experience to the firm. He plays a key role in portfolio management and advisory, focusing primarily on serving families and business owners with their financial planning and investment goals. Following the firm’s merger with Bradley, Foster & Sargent in 2025, he will also transition to a portfolio manager with the combined organization, leveraging their expanded research and client resources.
Landon covers a diverse set of sectors and asset classes, drawing on a background that includes senior positions at MassMutual Financial Group, Fidelity Investments, and T. Rowe Price. He also founded Intelligent Portfolio Services, an early robo-advisor platform, allowing him to advise on both traditional investments and fintech-enabled solutions. His expertise spans equities, fixed income, wealth management solutions, and tailored advisory services for high-net-worth individuals and institutional clients.
He earned his Chartered Financial Analyst (CFA) designation and holds a BA in Government & Psychology from Dartmouth College. Landon is known for his contributions to the investment management industry and his client-centric advisory approach, recognized locally through his board service on finance committees and investment organizations in Massachusetts.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Napatree Capital | Partner | Jan 2021 to Present | — |
| LPL Financial Commonwealth Financial Network Fusion Analytics | Vice President - Wealth and Retirement Advisor | May 2015 to Dec 2020 | — |
| F-Squared Investments | Senior Vice President - Retirement Advisor Sales | Sep 2013 to Apr 2015 | — |
| T. Rowe Price | Vice President | Jun 2008 to Aug 2013 | — |
| Intelligent Portfolio Services | Principal | Jan 2002 to Jan 2006 | — |
| Fidelity Investments | Vice President | Jan 2001 to Jan 2002 | — |
| Massmutual Financial Group | Managing Director | Jan 1994 to Jan 2001 | — |
| Friendly's Ice Cream, LLC | Marketing Manager | Jan 1992 to Jan 1994 | — |
Education
Universität Salzburg
1992 — 1996
Dartmouth College
1987 — 1991
Broadlands Private Boarding School
1979 — 1985
Others at Napatree Capital LLC (1)
| Name | Role | Location |
|---|---|---|
| Managing Director, Chief Investment Officer | Providence, RI , United States |