Matthew Galvan Email & Phone Number
Private Wealth Senior Investment Manager @ Merrill Lynch
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Matthew Galvan Location
- New York, NY, US
Matthew Galvan Work
- 2023 -now Private Wealth Senior Investment Manager @
- 2019 -2023 Private Wealth Investment Management Specialist @
- 2017 -2019 Portfolio Manager Associate @
- 2015 -2017 Portfolio Management Assistant @
- 2013 -2015 Trust Administrative Officer II @
Matthew Galvan Education
- NYU Stern School of Business
Masters of Business Administration, MBA
2023-2026 - Boston College
Bachelor's Degree
2009-2013 - John Cabot University 2011-2011
- William Penn Charter School
High School
2005-2009
Matthew Galvan Skills
- High-Net-Worth Individuals (HNWI)
- Personal Finance
- Portfolio Management
- Financial Analysis
- Private Wealth Management
- Client Relations
- Behavioral Finance
- Equity Research
- Risk Management
- Performance Metrics
- Trading
- Tax Efficiency
- Trusts
- Fundraising
Matthew Galvan Summary
- Matthew Galvan, based in New York, NY, US, is currently a Private Wealth Senior Investment Manager at Merrill Lynch Wealth Management. Matthew Galvan brings experience from previous roles at Merrill Lynch and U.S. Trust, Bank of America Private Wealth Management. Matthew Galvan holds a 2023 - 2026 Masters of Business Administration, MBA @ NYU Stern School of Business. With a robust skill set that includes High-Net-Worth Individuals (HNWI), Personal Finance, Portfolio Management, Financial Analysis, Private Wealth Management and more. Matthew Galvan has 2 emails and 1 mobile phone numbers on RocketReach.
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