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
- 2025 -now Senior Vice President, Advanced Wealth Solutions @
- 2025 -2025 Senior Wealth Advisor @
- 2022 -2025 Wealth Advisor @
- 2022 -2022 Financial Advisor @
- 2020 -2022 Financial Consultant @
- 2018 -2020 VP - Financial Consultant @
- 2018 -2018 Associate Financial Consultant @
- 2015 -2018 Investment Consultant @
- 2015 -2015 Relationship Manager @
- 2015 -2015 Financial Representative @
- 2012 -2015 Financial Services Representative @
- 2008 -2009 Payroll Assistant @ University of Miami Department of Wellness and Recreation
Matt Altman Education
- 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 - Northwestern University
School of Professional Studies - Certificate in Financial Planning (Financial Planning and Services)
- University of Miami Herbert Business School
(Business Administration and Management, General)
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 Bachelor of Arts (B.A.) in Political Science and Government, with minors in History and Social and Economic Justice @ 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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