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Matthew Monk

Financial Associate

The FORMation Process


Matthew Monk is an Associate at Halliday Financial, based in Long Island, N.Y., where he assists in the financial and accounting reporting for the firm.

 

Matthew began his career in financial services in the fall of 2023. He graduated with honors from Skidmore College with a Bachelor of Science in Business Management and served as Captain of the Skidmore Men's Ice Hockey team, an experience that shaped his commitment to teamwork, accountability, and consistency.

 

Known for his analytical, detail-oriented approach, Matthew focuses on accuracy, clear reporting, and dependable execution that supports both the firm and the clients it serves.

 

His background in client-facing financial services gives him a practical understanding of how the numbers connect to real people's goals.

Matthew holds FINRA Series 7, Series 66, and Series 28 licenses, along with SEC registration, underscoring his dedication to professional excellence and his ability to provide expert guidance to the firm and their clients.

 

By blending his professional expertise with collaborative spirit, Matthew aims to not only achieve success for Halliday Financial, but also foster lasting partnerships with their clients.