Matt Bacon Email & Phone Number
Senior Financial Advisor @ MAI Capital Management
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Matt Bacon Location
- Washington, DC, US
Matt Bacon Work
- Senior Financial Advisor @ (December 2024 - Present)
- Certified Financial Planner® @ (June 2019 - December 2024)
- Associate Financial Advisor, CUSO Financial Services, LP at UFCU @ (July 2016 - June 2019)
- Financial Professional @ Capital Strategies (January 2012 - July 2016)
- Financial Professional @ (January 2011 - December 2011)
- Economic Analyst @ National Grid UK (January 2008 - January 2009)
Matt Bacon Education
- University of Hull
BA (Economics & Finance)
2006-2010
Matt Bacon Skills
- Financial Planning
- Investment Management
- Portfolio Management
- Retirement Income Strategies
- Retirement Planning
- Financial Services
- Wealth Management
- Bacon
- Business Development
Matt Bacon Summary
- Matt Bacon, based in Washington, DC, US, is currently a Senior Financial Advisor at MAI Capital Management. Matt Bacon brings experience from previous roles at MAI Capital Management, UFCU, Capital Strategies and Massachusetts Mutual. Matt Bacon holds a 2006 - 2010 BA in Economics & Finance @ University of Hull. With a robust skill set that includes Financial Planning, Investment Management, Portfolio Management, Retirement Income Strategies, Retirement Planning and more. Matt Bacon has 1 emails and 1 mobile phone numbers on RocketReach.
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Top MAI Capital Management Employees
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Mike Spooner
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Kurt Nye
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Neil Garrison
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Toledo, OH, US
John Tyrrell
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Dustin Eldridge
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Philip Noftsinger
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Biff Baker
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Darrick Bradley
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Fayetteville, AR, US
Jim Smith
Managing Director
Cleveland, OH, US
Ryan Catanese
Managing Director
Cleveland, OH, US
Andrew Marusic
Managing Director, Senior Wealth Advisor
Cleveland, OH, US
Jim Kacic
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Cleveland, OH, US
Kathleen Buchs
Managing Director, Tax Services
Cleveland, OH, US
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