Matthew Lorner Email & Phone Number
VP, Wealth Consultant @ Calamos Wealth Management
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Matthew Lorner Location
- New York, NY, US
Matthew Lorner Work
- 2026 -now VP, Wealth Consultant @
- 2025 -2026 Regional Vice President @
- 2024 -2025 Regional Vice President @
- 2023 -2024 Wealth Management Advisor @
- 2020 -2023 Senior Financial Consultant @
- 2016 -2020 Financial Consultant @
- 2013 -2016 Private Client Advisor @ JPMorgan Chase Bank NA
- 2012 -2013 Financial Advisor @ Citi Personal Wealth Management
- 2008 -2012 Financial Advisor @ Capital One Financial Advisors
Matthew Lorner Education
- Hofstra University
Bachelor of Business Administration (B.B.A.) (Tau Kappa Epsilon)
- Bryant College
(Tau Kappa Epsilon)
Matthew Lorner Skills
- Wealth Management
- Leadership
- Series 63
- 401k Rollovers
- Microsoft Office
- Project Management
- Separate Accounts
- Banking
- Municipal Bonds
- Separately Managed
- Fixed Income
- Customer Service
- Asset Allocation
- Strategic Planning
- Series 7
- Retirement Planning
- Securities
- Mutual Funds
- Uniform Combined State
- Portfolio Management
- Financial Advisory
- Investments
- Finance
- Financial Services
Matthew Lorner Summary
- Matthew Lorner, based in New York, NY, US, is currently a VP, Wealth Consultant at Calamos Wealth Management. Matthew Lorner brings experience from previous roles at Advisors Capital, Fisher Investments, TIAA and E*TRADE from Morgan Stanley. Matthew Lorner holds a Bachelor of Business Administration (B.B.A.) in Tau Kappa Epsilon @ Hofstra University. With a robust skill set that includes Wealth Management, Leadership, Series 63, 401k Rollovers, Microsoft Office and more. Matthew Lorner has 2 emails and 1 mobile phone numbers on RocketReach.
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Matthew Lorner
VP, Wealth Consultant
New York, NY, US
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