Keita Matsumoto

Keita Matsumoto

Keita is responsible for providing guidance and education on contributions, investment options, and grant recommendations; communicating all program enhancements; and helping donors customize plans to achieve their philanthropic goals.

Previously, Keita served as a donor services manager for Fidelity Charitable, managing a team responsible for all distribution functions, including reviewing and processing grant recommendations to ensure that grant making standards and communicated expectations were met. He also served as a client services and operations manager for DALBAR, Inc., a financial services market research and rating firm, leading teams responsible for the firm’s operations, key account management, new business development, program analysis, and client services initiatives.

Keita received his bachelor of arts in political science and economics from the University of Connecticut. He is a Chartered Advisor in Philanthropy.