Matthew Haefner Email & Phone Number
Partner @ Monograph Wealth
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Matthew Haefner Location
- Manhattan Beach, CA, US
Matthew Haefner Work
- Partner @ (July 2022 - Present)
- Senior Advisor @ (November 2016 - July 2022)
- Vice President @ (November 2012 - November 2016)
- Private Wealth Relationship Manager @ (June 2010 - October 2012)
- Producing Broker @ The Sullivan Group (September 2005 - May 2009)
- FINPRO Risk Analyst @ (July 2004 - July 2005)
Matthew Haefner Education
- USC Marshall School of Business
MBA (Finance & Valuation)
2009-2011 - University of Pennsylvania
Bachelors of Arts
2000-2004
Matthew Haefner Skills
- Alternative Investments
- Asset Managment
- Concentrated Stock Management
- Directors & Officers Liability
- Drums
- Equities
- Estate Planning
- Fixed Income Portfolio Management
- Global Tactical Asset Allocation
- Hedge Funds
- Ice Hockey
- Insurance Brokerage
- Investment Management
- Miscellaneous Professional Liability
- Municipal Bonds
- Music
- New Business Development
- Poker
- Private Equity
- Risk Management
- Soccer
- Valuation
- Wealth Management
- Leadership
- Directors and Officers Liability
- Banking
- Business Analysis
- Management
- Business Development
- Public Speaking
- Political Campaigns
- Government
- Public Policy
- Political Science
- Social Media
- Public Relations
- Community Outreach
- Research
- Policy Analysis
- Speech Writing
- Volunteer Management
- Fundraising
Matthew Haefner Summary
- Matthew Haefner, based in Manhattan Beach, CA, US, is currently a Partner at Monograph Wealth. Matthew Haefner brings experience from previous roles at Monograph Wealth, Oakwood Capital Management, LLC, Credit Suisse and The Sullivan Group. Matthew Haefner holds a 2009 - 2011 MBA in Finance & Valuation @ USC Marshall School of Business. With a robust skill set that includes Alternative Investments, Asset Managment, Concentrated Stock Management, Directors & Officers Liability, Drums and more. Matthew Haefner has 2 emails and 2 mobile phone numbers on RocketReach.
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