FinArc Investments is proud of its team of highly qualified and experienced financial architects each of whom is committed to truly listening to each client and developing a custom blueprint that will help ensure a strong financial future.
- Matthew C. Slaney, President
- John S. Choe, Security Analyst
- Paul R. O'Keeffe, Client Service Liaison
- Patricia R. Weller, Client Service Liaison
- Liv A. Nash, Client Service Liaison
Matthew C. Slaney, CFA, MBA
Matthew C. Slaney joined the predecessor of FinArc Investments in 1999 and became president and sole owner of the company in 2012. Matt currently oversees the firm’s strategic direction, investment decisions, operations and compliance, sales efforts, and client relationships. With more than 20 years as an investment professional, Matt understands the important role a trusted financial advisor plays and he deeply values each client relationship. In addition to overseeing the firm and chairing the FinArc advisory board, Matt also manages client portfolios and analyzes equity and fixed income securities, covering a broad selection of industries.
Matt is an advocate for independent, objective financial advice as a critical ingredient to successful investing. He has a deep appreciation for the complexities of investing in the 21st century and has shaped FinArc’s services and solutions to help clients excel in this environment. The foundation of this model is a client relationship built on strong communication.
Matt is adept at working with clients to better understand their individual financial vision, and he is skilled at bringing that picture into focus. Typically, clients’ goals include achieving a target retirement lifestyle, funding a child’s education, approaching philanthropy strategically, selecting and managing employer-sponsored retirement plans for business owners, and planning the sale of a business.
Through Matt’s leadership, FinArc has continued its tradition of growth, while remaining a trusted, valued partner to its clients. Matt is particularly respected among specialty constituents, including entrepreneurs, women, and socially responsible investors. He has worked closely with individuals in these cohorts and is attuned to their unique needs. Prior to joining FinArc, Matt was a municipal bond research associate for Colonial Management Associates.
Matt earned a Bachelor of Science degree in business administration from Northeastern University's honors program and a Master of Business Administration degree from the Carroll School of Management at Boston College. He earned the Chartered Financial Analyst designation and passed the Series 65 exam administered by the Financial Industry Regulatory Authority (FINRA). He is a member of CFA Institute, CFA Society Boston, and Boston College Club. Matt is on the board of Exit Planning Exchange New England and chairs the organization’s membership committee.
Matt is actively involved in community and charitable efforts and dedicates his time and resources to causes that promote youth development. In particular, he supports organizations that nurture impoverished children and are active in early childhood education. Matt resides in Mansfield, Mass. with his wife and two daughters.
John S. Choe, MBA
John Choe joined FinArc Investments in 2014 and is responsible for researching, analyzing, and recommending stocks to the investment committee. He is also a member of the firm’s advisory board. In keeping with the firm’s investment philosophy as a value-manager, John seeks individual securities with attractive forward price-to-earnings ratios. While John’s research experience spans nearly all sectors, he has deep expertise in the following verticals: hardware and software, telecommunications, basic materials, and consumer goods and services. Previously, John held research analyst positions at Liberty Mutual Group Asset Management, Inc. and State Street Global Advisors.
John earned a Bachelor of Science degree in materials science and engineering from the Massachusetts Institute of Technology (MIT) and a Master of Business Administration degree from the Tuck School of Business at Dartmouth. John passed the Series 65 exam administered by the Financial Industry Regulatory Authority (FINRA).
John is an active member of his community and has a wide range of interests. He is passionate about STEM education and has taught numerous technology and computer literacy courses to adults and children. He has a strong interest in sports analytics and has coached many youth sports teams. Additionally, John was formerly a professional sushi chef and also played one game of minor league baseball with the Normal CornBelters as part of a fundraising effort to benefit the Humane Society of Central Illinois.
John resides in Jamaica Plain, Mass. with his wife and three children.
Paul R. O’Keeffe, MBA
Client Service Liaison
Paul O’Keeffe joined FinArc in 2007, bringing with him extensive financial industry experience, including senior positions at Wells Fargo, Deutsche Financial Services, and AT&T Capital Corporation. As a client services liaison, Paul supports clients across a broad range of services, including required minimum distributions from IRAs, charitable gifts distributions, and preparing documents for client signatures. He maintains the firm’s portfolio management system and is responsible for many other business operations functions.
Paul earned a Bachelor of Arts degree in economics from the University of Massachusetts in Amherst and a Master of Business Administration degree from the Tuck School of Business at Dartmouth.
Paul volunteers at the Needham Public Library and gives an annual lecture at the Economics Department of UMass Amherst. He enjoys doting over his grandchildren, especially while summering at Cape Cod.
Paul resides in Needham, Mass. with his wife. Together, they have three adult children and four grandchildren.
Paul can be reached by email.
Patricia R. Weller
Client Service Liaison
Patricia Weller joined FinArc in 2011 and brings a wide variety of investment industry experiences, including positions as the director of investor relations and fund manager of Polaroid Corporation’s pension and profit-sharing plan. Previously, Patricia was a senior auditor with Arthur Young & Co and a CPA.
As a client services liaison, Patricia supports clients across a broad range of services, including required minimum distributions from IRAs, charitable gift distributions, and preparing documents for client signatures. She is also instrumental to the firm’s financial goal analysis and mutual fund analysis processes and she is responsible for many of FinArc's business operations functions.
Patricia earned a Bachelor of Science degree in accounting from Bentley University. She has been an active member of Woodland Theatre Company and enjoys playing golf on Cape Cod. She resides in Natick, Mass. with her husband, with whom she has two adult daughters.
Patricia can be reached by email.
LIV A. NASH, MBA
CLIENT SERVICE LIAISON
Liv Nash has held a variety of client service and client-facing positions within the financial services industry, as well as roles in the hospitality industry earlier in her career. Liv served as FinArc's client service liaison from 2000 to 2006. Following a period dedicated to family and volunteer activities, Liv served as client service manager for nearly four years at Baystate Financial until rejoining our team in 2015. Earlier in her career, Liv worked for Baring Asset Management and Goldman Sachs in a variety of client facing roles.
Liv earned a Bachelor of Arts degree from the University of Massachusetts in Amherst and a Master of Business Administration degree from the F.W. Olin Graduate School of Business at Babson College. She has been the Financial Secretary and a member of the Chesed/Caring Committee at Temple Beth Shalom. She is a cyclist, participating in The Pan Mass Challenge which benefits the Dana Farber Cancer Institute and Jimmy Fund. She is also involved in raising funds and awareness for the Alzheimer’s Association. Liv resides in Needham, Mass. with her husband and two children.
Liv can be reached by email.