Matthew James Condon

Current Employers

Employment History

• 08/2001 → Present
  Hornor Townsend & Kent Inc
  Burlington, MA
• 08/2001 → Present
  Penn Mutual Life Ins Co
  Burlington, MA

Other Businesses

1) RUGBY CLUB TEAM | Investment Related: No | DBA Name: OLD GOLD RUGBY | Position Held: Board Member/Trustee | Address: 15 WATSON TERRACE, QUINCY MA 02169 | Start Date: 01/01/2014 | Nature of Activity: Other | Approx Hrs Per Mth: Less Than 10 Hrs | Approx Trading Hrs Per Mth: Less Than 10 Hrs | Description of Duties: TRUSTEE HELPING TO CREATE LONG-TERM VISION FOR CLUB. OVERSEE YOUTH & HIGH SCHOOL RUGBY PROGRAMS AND COMMUNICATE ABOUT CLUB TO ALUMNI. 2) CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | INVESTMENT RELATED - YES | DBA NAME: CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | POSITION HELD: PARTNER | ADDRESS: 131 MIDDLESEX TURNPIKE 2ND FLOOR, BURLINGTON MA 01803 | START DT: 6/24/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) CONDON & COMPANY WEALTH ADVISORS | POSITION: Proprietor/Owner | NATURE: General wealth management and planning advice; to include investments, life insurance and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 225 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 | ADDRESS: 131 Middlesex Turnpike, Flr# 2, Burlington MA 01803 | DESCRIPTION: I will be owner/operator of this wealth advisory firm, managing and overseeing others who assist me in advising and servicing client's retirement and savings investment, life insurance and annuities needs. 4) CONDON & CO ESTATE PLANNING CONSULTANTS LLC | POSITION: Partner NATURE: Attorney/Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 05/29/2025 | ADDRESS: 131 Middlesex Tnpk, Flr #2, Burlington MA 01803 | DESCRIPTION: Condon & Co Estate Planning Consultants LLC is partnering with Trust&Will.com to offer basic estate planning and revocable trusts to clients through Trust&Will.com. Condon & Co Estate Planning Consultants LLC will invoice these services separately and collect payments separate from any others received. Condon & Co Estate Planning Consultants LLC and the client will sign agreements separate from any provided by or with HTK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-27
• S63 Uniform Securities Agent State Law Examination
  2002-01-11

Designations