Matt Altman Email & Phone Number
Senior Vice President, Advanced Wealth Solutions @ Lido Advisors, LLC
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Matt Altman Location
- Raleigh, NC, US
Matt Altman Work
- Senior Vice President, Advanced Wealth Solutions @ (October 2025 - Present)
- Senior Wealth Advisor @ (January 2025 - October 2025)
- Wealth Advisor @ (August 2022 - January 2025)
- Financial Advisor @ (March 2022 - August 2022)
- Financial Consultant @ (February 2020 - March 2022)
- VP - Financial Consultant @ (November 2018 - February 2020)
- Associate Financial Consultant @ (February 2018 - November 2018)
- Investment Consultant @ (September 2015 - February 2018)
- Relationship Manager @ (August 2015 - August 2015)
- Financial Representative @ (February 2015 - August 2015)
- Financial Services Representative @ (August 2012 - February 2015)
- Payroll Assistant @ University of Miami Department of Wellness and Recreation (August 2008 - May 2009)
Matt Altman Education
- The University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (Political Science and Government, with minors in History and Social and Economic Justice)
2012-2012 - University of Miami Business School
Business Administration and Management (General)
- Northwestern University
School of Professional Studies - Certificate in Financial Planning (Financial Planning and Services)
Matt Altman Skills
- Wealth Management
- Asset Allocation
- Investments
- Financial Planning
- Investment Advisory
- Life Insurance
- Retirement Planning
- Income Protection
- Retirement Income Strategies
Matt Altman Summary
- Matt Altman, based in Raleigh, NC, US, is currently a Senior Vice President, Advanced Wealth Solutions at Lido Advisors, LLC. Matt Altman brings experience from previous roles at Glassy Mountain Advisors, Inc., Copperleaf Capital, LLC and Fidelity Investments. Matt Altman holds a 2012 - 2012 Bachelor of Arts (B.A.) in Political Science and Government, with minors in History and Social and Economic Justice @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Wealth Management, Asset Allocation, Investments, Financial Planning, Investment Advisory and more. Matt Altman has 2 emails and 1 mobile phone numbers on RocketReach.
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