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James Matt Location
Phoenix, AZ, US
James Matt Work
Founder and Partner @ Strada Wealth Advisors (April 2020 - Present)
Founder and Partner @ (June 2008 - March 2020)
Senior Account Executive and VP - Private Access Group @ (August 1999 - June 2008)
Associate Investment Specialist @ (August 1994 - July 1999)
James Matt Education
Suffolk University
(Finance)
1996-1999
James Matt Skills
Alternative Investments
Portfolio Management
Management
Team Building
Investment Strategies
Project Management
Investments
Asset Management
Retirement
Investment Management
Asset Allocation
Investment Advisory
Financial Analysis
Financial Services
Retirement Planning
Wealth Management
Mutual Funds
James Matt Summary
James Matt, based in Phoenix, AZ, US, is currently a Founder and Partner at Strada Wealth Advisors. James Matt brings experience from previous roles at Pogson & Matt Wealth Management Group, Fidelity Investments and Putnam Investments. James Matt holds a 1996 - 1999 Suffolk University. With a robust skill set that includes Alternative Investments, Portfolio Management, Management, Team Building, Investment Strategies and more. James Matt has 1 emails and 3 mobile phone numbers on RocketReach.
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