M. Hart Email & Phone Number
Founder and Chief Planning Strategist @ Wallace Hart Capital Management
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M. Hart Location
- Lexington, KY, US
M. Hart Work
- Founder and Chief Planning Strategist @ (February 2017 - Present)
- CFP® Program Instructor for Retirement Planning @ (February 2020 - Present)
- Financial Advisor, Bluegrass Wealth Management Group @ (February 2012 - February 2017)
- Director of Business Development @ (December 2008 - January 2012)
- Portfolio Manager - Exchange Traded Funds (ETFs) @ (January 2007 - January 2012)
- Loan Representative @ (September 2005 - July 2007)
- Legislative Intern @ (July 2005 - September 2005)
M. Hart Education
- Georgetown University
Certificate (Financial Planning)
2006-2006 - Wittenberg University
Bachelor of Arts (Business Management)
2000-2004
M. Hart Skills
- Alternative Investments
- Asset Management
- Financial Services
- Financial Planning
- Investment Strategies
- Management
- PowerPoint
- Investments
- Research
- Social Media
- Services
- Financial Analysis
- Wealth Management
- Sales
M. Hart Summary
- M. Hart, based in Lexington, KY, US, is currently a Founder and Chief Planning Strategist at Wallace Hart Capital Management. M. Hart brings experience from previous roles at Gatton College of Business and Economics, UBS and Headley Investment Analysis, Inc.. M. Hart holds a 2006 - 2006 Certificate in Financial Planning @ Georgetown University. With a robust skill set that includes Alternative Investments, Asset Management, Financial Services, Financial Planning, Investment Strategies and more. M. Hart has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Wallace Hart Capital Management Employees
M. Hart
Founder and Chief Planning Strategist
Lexington, KY, US
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