Meet the Team
Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”
Executive Team Member
Matt Kelleher, CFA, CFP® Wealth Consulting Assistant
Matt joined LifeTime in September 2025. He grew up just outside of Boston in Newburyport, MA before attending Bates College in Lewiston, ME. During that time, he was a member of the lacrosse team and graduated with a B.A. in Neuroscience. After graduation, Matt spent 6 years working in Boston for MFS Investment Management as an internal wholesaler and a member of their in-house Social Security consultant team.
He relocated to Raleigh in the Fall of 2025 with my fiancée Elena to join the Lifetime Team and is looking forward to the opportunity learn and grow in this role!
Outside of work, Matt enjoys cooking, reading, yoga, golf and playing with our two cats, Milo and Cleo.
Professional registrations, licenses, and designations:
- Chartered Financial Analyst® (CFA®) Charterholder
- CERTIFIED FINANCIAL PLANNER® certification
- Bachelor of Arts in Neuroscience, Bates College