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
- VP, Wealth Consultant @ (July 2026 - Present)
- Regional Vice President @ (April 2025 - July 2026)
- Regional Vice President @ (January 2024 - April 2025)
- Wealth Management Advisor @ (June 2023 - January 2024)
- Senior Financial Consultant @ (February 2020 - June 2023)
- Financial Consultant @ (February 2016 - February 2020)
- Private Client Advisor @ JPMorgan Chase Bank NA (July 2013 - February 2016)
- Financial Advisor @ Citi Personal Wealth Management (June 2012 - July 2013)
- Financial Advisor @ Capital One Financial Advisors (January 2008 - January 2012)
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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