Matthew Masterson Email & Phone Number
Director of Financial Planning @ CI RegentAtlantic Private Wealth
Matthew Masterson's Location
New York, NY, US
Matthew Masterson's Work
- Director of Financial Planning @ CI RegentAtlantic Private Wealth
- Partner @ CI RegentAtlantic Private Wealth
- Wealth Advisor @ CI RegentAtlantic Private Wealth
- Associate Wealth Advisor @ Taylor Financial Group, LLC
- Finance Intern @ Brooklyn Nets
Matthew Masterson's Education
- Ramapo College of New Jersey
Bachelor of Science Business Administration (Finance)
2005 - 2009 - Fairleigh Dickinson University-Florham Campus
Certificate in Financial Planning (Financial Planning and Services)
2014 - 2015 - The University of Chicago Booth School of Business
Certified Private Wealth Advisor® (CPWA®) Certification
2018 - 2018
Matthew Masterson's Skills
- Investment Management
- Financial Planning
- Wealth Management
- Certified Financial Planner
- Financial Goals
Matthew Masterson's Summary
Matthew Masterson, based in New York, NY, US, is currently a Director of Financial Planning at CI RegentAtlantic Private Wealth, bringing experience from previous roles at CI RegentAtlantic Private Wealth, Taylor Financial Group and Nets Basketball. Matthew Masterson holds a 2005 - 2009 Bachelor of Science Business Administration in Finance @ Ramapo College of New Jersey. With a robust skill set that includes Investment Management, Financial Planning, Wealth Management, Certified Financial Planner, Financial Goals and more, Matthew Masterson contributes valuable insights to the industry. Matthew Masterson has 5 emails and 2 mobile phone numbers on RocketReach.
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