Wealth Management Associate @ (December 2024 - July 2026)
High Net Worth Client Representative @ (March 2021 - December 2024)
Personal Investor Brokerage Investment Professional @ (September 2018 - March 2021)
Matt Lafferty Education
Ursinus College
(Applied Economics - Finance and Accounting Track)
2014-2018
Matt Lafferty Summary
Matt Lafferty, based in Berwyn, PA, US, is currently a Associate Financial Advisor at Wescott Financial Advisory Group, LLC. Matt Lafferty brings experience from previous roles at Vanguard. Matt Lafferty holds a 2014 - 2018 Ursinus College. Matt Lafferty has 1 emails and 1 mobile phone numbers on RocketReach.
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