My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Matthew Lockwood

Matthew Lockwood

Associate Wealth Management Advisor
Office 617-531-9538

Matt was first introduced to Northwestern Mutual through an internship at the Baltimore office during his senior year at Loyola University Maryland. Shortly after graduating in May of 2018 with his Bachelor of Business Administration with a concentration in Finance, Matt began working with Bill in Boston.

As an Associate Wealth Management Advisor, Matt is responsible for all servicing and operational duties across the investment, insurance, and financial planning aspects of Bill’s team.  Matt holds several licenses including Series 7, Series 63, and Life, Accident, & Health Insurance. In addition to these licenses, Matt is also a Level I Candidate for the Chartered Financial Analyst (CFA®) designation.

Please don’t hesitate to reach out to Matt with any questions or concerns you may have!

 
Christopher A Ray

Christopher A Ray, CFA®

Office 617-742-6200

Chris joined Northwestern in 2018 and brings with him considerable experience including a track record of strong investment performance, innovative, client-driven investment solutions and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth of knowledge to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients. Previous employers include Putnam Investments, Mercer Investments, High Vista Strategies, and Man-Numeric. Chris is also a long-time Northwestern client and has first-hand experience integrating risk and asset management strategies as part of a comprehensive wealth management framework.

 

Chris is a CFA Charterholder and member of the CFA Society Boston where he serves as a mentor to younger members and is actively involved in the society’s financial literacy program. He earned his undergraduate degree from Marquette University and his MBA from Boston University. Chris also holds his MA Life, Accident & Health insurance licenses as well as Series 7, 24 and 63 securities registrations.

 

A fitness enthusiast, you will find Chris running along the Charles River most mornings. In his spare time, he escapes to Vermont where he enjoys golf and skiing, hikes in the woods with his dog and a good book. In addition, Chris serves as a member of the board of trustees at Proctor Academy where he chairs the investment committee.

 

William T Fulton

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck