Matthew Kishlansky
Advisor at Corient
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Matthew Kishlansky is a financial advisor at Corient in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Corient, he worked at GenTrust LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model focused on customized asset allocations and integrates risk management through advanced analytical tools and ongoing due diligence.
Client services
Based on Corient
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
Based on Corient
Private / alternative investments
ESG / Sustainable investing
Wealth management
Fee options
Flat fees may be charged based on criteria such as anticipated earnings, assets managed, or for financial planning and consulting
Available for financial planning and consulting services as agreed upon
Account minimum: $250,000 to $5 million depending on strategy Minimum fee: Retirement plan services minimum quarterly fee of $5,000 Fee-only: Financial planning and consulting services offered for a fixed fee or hourly rate as agreed upon
Location
1 Post Office Square, Suite 2400
Boston, MA 02109
Most active in
Matthew K has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Corient
2025 - Present (1 year)
Corient Services LLC
2025 - Present (1 year)
GenTrust LLC
2014 - 2025 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michelle M
CFP®, Series 65
Quincy, MA
Brio Financial Planning
Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Adam A
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Robert L
Series 65
Arlington, MA
Aztec Capital LLC
Newton S
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
Steve N
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
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