Matthew Hunter Email & Phone Number
Director of Wealth Management @ Gullickson Group
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Matthew Hunter Location
- Florida, United States
Matthew Hunter Work
- 2025 -now Director of Wealth Management @
- 2019 -2025 Portfolio Consultant @
- 2019 -2019 Portfolio Analyst and Associate Portfolio Manager @
- 2016 -2018 Assistant Vice President, Investment Research and Business Development @
- 2013 -2016 Director, Investment Research @
Matthew Hunter Education
- Western New England University
BSBA (Finance)
- Heriot-Watt University
Matthew Hunter Skills
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Investments
- Series 7
- Zephyr Style Advisor
- Securities
- Series 6
- Bloomberg Terminal
- Credit Analysis
- Equity Research
- Certified Investment Management Analyst
- Portfolio Risk
- Investment Strategies
- Alternative Investments
- Equities
- Due Diligence
- Morningstar Direct
Matthew Hunter Summary
- Matthew Hunter, based in Florida, United States, is currently a Director of Wealth Management at Gullickson Group. Matthew Hunter brings experience from previous roles at Legacy Wealth Partners, HARWOOD FINANCIAL GROUP, Waddell & Reed and Transamerica Financial Advisors, Inc.. Matthew Hunter holds a BSBA in Finance @ Western New England University. With a robust skill set that includes Mutual Funds, Asset Allocation, Portfolio Management, Investments, Series 7 and more. Matthew Hunter has 1 mobile phone numbers on RocketReach.
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Top Gullickson Group Employees
Matthew Hunter
Director of Wealth Management
Florida, United States
Todd Gullickson
Business, Estate and Retirement Strategies
Davenport, IA, US
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