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Cape Cod Five welcomes Karen Matland, CPA, CTFA as Director of Financial Advisory and Retirement Services.

December, 2009

Karen A. Matland joins Cape Cod Five, bringing ten years of experience in wealth management with her.  Most recently Karen served as a Regional Tax and Financial Planning Advisor for a leading Cape Cod financial institution.  Prior to that her career included over thirteen years in the field of public accounting providing accounting and tax services to individuals and businesses. 

According to Dorothy A. Savarese, Cape Cod Five's President and CEO, "Karen will play an integral role in the Bank's effort to expand its ability to meet the planning and retirement needs of all the Bank's customers."   Savarese added, "In recognition of the growing need for these services, we are fortunate to have someone with her skills and experience join our staff."  

Karen is a Certified Public Accountant (CPA) and a Certified Trust and Financial Advisor (CTFA) with active memberships in the Institute of Certified Bankers and both the American Institute and the Massachusetts Society of Certified Public Accountants.  She received her Bachelor of Science in Accountancy at Bentley College, and has completed a three year Trust program at the Cannon Financial Institute.  She currently resides in Mashpee.