Trading and Operations Specialist @ (June 2024 - December 2024)
Investment Analyst III @ (July 2023 - May 2024)
Portfolio Manager and Trader @ Summit Wealth Advocates, LLC (July 2016 - June 2023)
Paraplanner @ (September 2015 - June 2016)
Portfolio Strategist @ (June 2009 - July 2015)
Investment Manager @ Wade Financial Group (March 2007 - April 2009)
Investment Analyst @ (June 2004 - March 2007)
Matt Wright Education
University of Minnesota Duluth
Bachelor of Business Administration - BBA (Finance, General)
Matt Wright Summary
Matt Wright, based in Victoria, MN, US, is currently a Investment Specialist at Cahill Financial Advisors, Inc.. Matt Wright brings experience from previous roles at Logan Park Wealth Management, Avantax, Summit Wealth Advocates, LLC and Ameriprise Financial Services, Inc.. Matt Wright holds a Bachelor of Business Administration - BBA in Finance, General @ University of Minnesota Duluth. Matt Wright has 3 emails and 4 mobile phone numbers on RocketReach.
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