Matthew Haefner Location
- Manhattan Beach, CA, US
Matthew Haefner Work
- 2022 -now Partner @
- 2016 -2022 Senior Advisor @
- 2012 -2016 Vice President @
- 2010 -2012 Private Wealth Relationship Manager @
- 2005 -2009 Producing Broker @ The Sullivan Group
- 2004 -2005 FINPRO Risk Analyst @
Matthew Haefner Education
- University of Southern California - Marshall School of Business
MBA (Finance & Valuation)
2009-2011 - University of Pennsylvania
Bachelors of Arts
2000-2004
Matthew Haefner Skills
- Music
- Leadership
- Municipal Bonds
- Directors and Officers Liability
- Alternative Investments
- Banking
- Risk Management
- Concentrated Stock Management
- Estate Planning
- Soccer
- Ice Hockey
- Business Analysis
- Hedge Funds
- Global Tactical Asset Allocation
- Insurance Brokerage
- Miscellaneous Professional Liability
- New Business Development
- Drums
- Asset Managment
- Fixed Income Portfolio Management
- Equities
- Private Equity
- Valuation
- Management
- Investment Management
- Poker
- Business Development
- Wealth Management
- 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 @ University of Southern California - Marshall School of Business. With a robust skill set that includes Music, Leadership, Municipal Bonds, Directors and Officers Liability, Alternative Investments and more. Matthew Haefner has 2 emails and 2 mobile phone numbers on RocketReach.
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Scott Koch
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Miguel Irazabal
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Julianne Delessio
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Coco Lorenzo
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Annie S.
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Kelsey Benson
Executive Assistant
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