Tom Matteucci is an Operations Specialist on the New Business and Client Services team at Focus Forward. He supports advisors and clients with account setup, onboarding, and ongoing service needs to ensure a seamless experience from start to finish.

With over 25 years of experience in client service, operations, and relationship management at firms including Charles Schwab, Fidelity, and Main Street Research, Tom brings award-winning service, leadership, and an unwavering commitment to excellence to the Focus Forward team.

Tom strongly values Client–Team–Self, which shows in his ability to balance operational efficiency with client-first service, fostering collaboration and trust at every step.

His favorite part of working with Focus Forward is building lasting client relationships and supporting advisors in ways that help them deliver the white-glove service their clients deserve.