Matt Brann Email & Phone Number
Partner @ Soltis Investment Advisors
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Matt Brann Location
- Texas, United States
Matt Brann Work
- Partner @ (January 2019 - Present)
- Chief Strategic Officer @ SlateStone Wealth (April 2017 - December 2018)
- Executive Managing Director @ (June 2012 - November 2016)
- Managing Director @ (January 2010 - June 2012)
- Regional Vice President @ (September 2003 - February 2009)
- Equity and Options Trader @ (September 2000 - September 2003)
- Registered Representative @ (June 1998 - September 2000)
Matt Brann Education
- Questrom School of Business, Boston University
MS (Investment Management, Finance)
2001-2002 - Brigham Young University
Bachelor's of Arts (History)
1993-2000
Matt Brann Skills
- Alternative Investments
- Series 63
- Fixed Income
- Retirement Planning
- Portfolio Management
- Investments
- Bloomberg
- Asset Allocation
- Investment Advisory
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Equity Research
- Investment Strategies
- Risk Management
- Asset Management
- Options Strategies
- Financial Analysis
- Management
- Trading
- Options
- CRM
- Series 7
- Securities
- Hedge Funds
- Investment Management
Matt Brann Summary
- Matt Brann, based in Texas, United States, is currently a Partner at Soltis Investment Advisors. Matt Brann brings experience from previous roles at SlateStone Wealth, Boston Private Wealth LLC, Shamrock Asset Management and Fidelity Investments. Matt Brann holds a 2001 - 2002 MS in Investment Management, Finance @ Questrom School of Business, Boston University. With a robust skill set that includes Alternative Investments, Series 63, Fixed Income, Retirement Planning, Portfolio Management and more. Matt Brann has 4 emails and 2 mobile phone numbers on RocketReach.
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