Matt Lugar Location
Philadelphia, PA, US
Matt Lugar Work
- 2026 - now Senior Wealth Advisor @ Kathmere Capital Management
- 2025 - 2026 Financial Advisor @ TGS Financial Advisors
- 2024 - 2025 Portfolio Analyst @ TGS Financial Advisors
- 2023 - 2024 Head of Investment Solutions, North American Intermediaries @ SEI
- 2023 - 2023 Director of Investment Solutions @ SEI
- 2022 - 2023 Senior Manager @ Infosys
- 2021 - 2022 Chief Of Staff - Vanguard Account @ Infosys
- 2020 - 2021 Shared Services Manager @ Infosys
- 2017 - 2020 Shared Services Manager @ Vanguard
- 2015 - 2017 Implementation Services Manager @ Vanguard
Matt Lugar Education
- Yale University (CIMA certification)2023 - 2023
- Villanova University
Master of Business Administration (MBA) (Finance)
2013 - 2017 - Alfred Lerner College of Business & Economics at University of Delaware
BS (Finance and Economics)
2001 - 2004
Matt Lugar Summary
Matt Lugar, based in Philadelphia, PA, US, is currently a Senior Wealth Advisor at Kathmere Capital Management. Matt Lugar brings experience from previous roles at TGS Financial Advisors and SEI. Matt Lugar holds a 2023 - 2023 Yale University (CIMA certification). Matt Lugar has 1 mobile phone numbers on RocketReach.
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Top Kathmere Capital Management Employees
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32
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Nick Ryder
Chief Investment Officer at Kathmere Capital Management
Bryn Mawr, PA, US25 -
Clare Diamond
Wealth Management Advisor at Kathmere Capital Management
Philadelphia, PA, US24 -
Will Schumacher
Wealth Management Advisor at Kathmere Capital Management
Philadelphia, PA, US11 -
Kevin McDermott
Principal, Senior Wealth Advisor at Kathmere Capital Management
Newtown Square, PA, US25 -
Justin Kullmann
Wealth Management Associate at Kathmere Capital Management
Philadelphia, PA, US22 -
Nick Leasure
Investment Analyst at Kathmere Capital Management
Philadelphia, PA, US1 -
Brian Lynch
Senior Vice President, Wealth Management at Kathmere Capital Management
King of Prussia, Pennsylvania, United States32 -
Brian Todaro
Wealth Management Associate at Kathmere Capital Management
Springfield, PA, US11 -
Sean Peyton
Wealth Management Associate at Kathmere Capital Management
Collegeville, PA, US23 -
Grant Boyle
Retirement Plan Advisor at Kathmere Capital Management
Doylestown, PA, US12 -
Allie Baldwin
Client Operations Associate at Kathmere Capital Management
Philadelphia, PA, US11 -
Dave Hill
Senior Wealth Advisor at Kathmere Capital Management
Malvern, PA, US21
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