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
- 2017 -now Founder and Chief Planning Strategist @
- 2020 -now CFP® Program Instructor for Retirement Planning @
- 2012 -2017 Financial Advisor, Bluegrass Wealth Management Group @
- 2008 -2012 Director of Business Development @
- 2007 -2012 Portfolio Manager - Exchange Traded Funds (ETFs) @
- 2005 -2007 Loan Representative @
- 2005 -2005 Legislative Intern @
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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