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Matthew Landon

Partner at Napatree Capital LLC

Springfield, MA , United States

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

OrganizationRoleDate RangeDetails
Napatree CapitalPartnerJan 2021 to Present
LPL Financial Commonwealth Financial Network Fusion AnalyticsVice President - Wealth and Retirement AdvisorMay 2015 to Dec 2020
F-Squared InvestmentsSenior Vice President - Retirement Advisor SalesSep 2013 to Apr 2015
T. Rowe PriceVice PresidentJun 2008 to Aug 2013
Intelligent Portfolio ServicesPrincipalJan 2002 to Jan 2006
Fidelity InvestmentsVice PresidentJan 2001 to Jan 2002
Massmutual Financial GroupManaging DirectorJan 1994 to Jan 2001
Friendly's Ice Cream, LLCMarketing ManagerJan 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)

NameRoleLocation
Jeff Liguori
Jeff Liguori
Managing Director, Chief Investment OfficerProvidence, RI , United States