Stratham, NH Office

Team
Updated today

Client AUM

$3,527,867,016

Clients

6,461

Advisors

2

Of 29 advisors across 4 offices

Location

62 Portsmouth Ave, Unit 5

Stratham NH 03885

Advisors at this office

2

Advisors at this office

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Jason I

Series 63, Series 65

Stratham, NH

St. Germain Investment Management

Jason Irwin is a financial advisor at St. Germain Investment Management with two years of industry experience. He previously worked at Equitable Advisors, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he serves as an administrator and co-executor of a family trust. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, offering customized investment strategies and integrating personalized financial planning.

ESG / Sustainable investing
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Michael M

CFP®, CFA®, ChFC®, Series 63

Stratham, NH

St. Germain Investment Management

Michael Matty is a CFP®, CFA®, and ChFC® with 26 years of industry experience. He has been with D.J. St. Germain Co., Inc. since 1999 and currently works at St. Germain Investment Management in Stratham, NH. St. Germain Investment Management provides discretionary portfolio management and financial planning to a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and utilizes a long-term, asset-allocation-driven approach, combining quantitative and qualitative analysis.

ESG / Sustainable investing
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