Matt Stuart Email & Phone Number
Senior Vice President, Head of Client and Product Relations @ Raymond James Investment Management
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Matt Stuart Location
- Tampa, FL, US
Matt Stuart Work
- Senior Vice President, Head of Client and Product Relations @ (October 2021 - Present)
- Senior Vice President, Client Portfolio Manager @ (November 2017 - Present)
- VP, Senior Institutional Client Portfolio Specialist @ (January 2015 - November 2017)
- Institutional Client Portfolio Specialist @ (November 2012 - January 2015)
- Sr. Institutional Sales Associate and Financial Writer @ Transamerica Asset Management (April 2012 - November 2012)
- Compliance Advisor @ (November 2007 - April 2012)
Matt Stuart Education
- University of Florida
Master of Business Administration (MBA)
2012-2014 - University of Tampa
Bachelor of Science (BS) (Marketing)
- University of Miami
Matt Stuart Skills
- Series 7
- Series 66
- Series 24
- Asset Allocation
- Chartered Financial Analyst
- Investment Advisory
- Mutual Funds
- Portfolio Management
- Securities
- Series 63
- Uniform Combined State Law
- Wealth Management
Matt Stuart Summary
- Matt Stuart, based in Tampa, FL, US, is currently a Senior Vice President, Head of Client and Product Relations at Raymond James Investment Management. Matt Stuart brings experience from previous roles at Raymond James Investment Management and Transamerica Asset Management. Matt Stuart holds a 2012 - 2014 Master of Business Administration (MBA) @ University of Florida. With a robust skill set that includes Series 7, Series 66, Series 24, Asset Allocation, Chartered Financial Analyst and more. Matt Stuart has 2 mobile phone numbers on RocketReach.
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