Matthew Harbert Email & Phone Number
Chief Investment Officer @ Instrumental Wealth
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Matthew Harbert Location
- Tampa, FL, US
Matthew Harbert Work
- 2020 -now Chief Investment Officer @
- 2015 -2020 Director of Investment Strategy @
- 2013 -2015 Director of Research @ CapTrust Advisors, LLC
- 2004 -2013 Director of Analytics @ CapTrust Advisors, LLC
- 1999 -2004 Performance Analyst @ CapTrust Advisors, LLC
- 1997 -1999 Investment Representative @
Matthew Harbert Education
- University of South Florida
Bachelor of Science (Finance)
Matthew Harbert Skills
- Equities
- Analytics
- Portfolio Management
- Bloomberg
- Mutual Funds
- Investment Management
- Asset Allocation
- Fixed Income
- Financial Analysis
- Financial Modeling
- Valuation
- Leadership
- Budgeting
- Business Development
- CFA
- Change Management
- Client Retention & Expansion
- Client Servicing
- Coaching Staff
- Communication
- Due Diligence
- FactSet
- Financial Markets
- Independent & Team Work
- Informa Performer
- Innovation
- Institutional Equity
- Internal Sales to Consultants
- Investment Portfolio Growth
- Investment Research
- Investment Taxation & Timing
- Investor Relations
- Market Research Plans
- Marketplace Characteristics
- Morningstar Direct
- Microsoft Office
- Negotiation
- Presentations
- Private Equity
- Process Improvement
- PSN
- Quality Assurance
- Sun Guard Allocation Master
- Technical Indicators
- Wealth Management
- Wholesaler Relationships
- Wilshire Cooperative
- Work Flow Management
- Zephyr Allocation Advisor
- Zephyr Style Advisor
- Client Retention and Expansion
- Investment Taxation and Timing
- Independent and Team Work
Matthew Harbert Summary
- Matthew Harbert, based in Tampa, FL, US, is currently a Chief Investment Officer at Instrumental Wealth. Matthew Harbert brings experience from previous roles at Northwestern Mutual and CapTrust Advisors, LLC. Matthew Harbert holds a Bachelor of Science in Finance @ University of South Florida. With a robust skill set that includes Equities, Analytics, Portfolio Management, Bloomberg, Mutual Funds and more. Matthew Harbert has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Instrumental Wealth Employees
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Drew Allen
Senior Wealth Advisor
Tampa, FL, US
Audrey Maginsky
Director of New Business and Client Service
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Jordan Arnold
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Gabby Delmonaco
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