Matthew Morzy Email & Phone Number
Portfolio Strategist @ Merit Financial Advisors
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Matthew Morzy Location
- Milwaukee, WI, US
Matthew Morzy Work
- 2026 -now Portfolio Strategist @
- 2024 -2025 Director of Research @
- 2021 -2024 Investment Team Manager @
- 2018 -2021 Investment Management Specialist @
- 2016 -2018 Associate Wealth Manager @
- 2014 -2016 Investment Consultant @
- 2014 -2014 Adjunct Professor @
- 2014 -2014 Financial Consultant @
- 2013 -2013 Financial Assocate @
- 2012 -2013 Candidate for State Assembly @ Wisconsin 98th Assembly District
- 2008 -2012 Branch Manager @
Matthew Morzy Education
- Northwestern University
(Financial Planning)
2016-2017 - Marquette University
Master of Business Administration - MBA
2008-2014 - Carroll University
Bachelor's degree (Finance, General)
2001-2005 - Whitnall High School 1998-2001
Matthew Morzy Summary
- Matthew Morzy, based in Milwaukee, WI, US, is currently a Portfolio Strategist at Merit Financial Advisors. Matthew Morzy brings experience from previous roles at Annex Wealth Management. Matthew Morzy holds a 2016 - 2017 Northwestern University. Matthew Morzy has 2 emails and 1 mobile phone numbers on RocketReach.
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Matthew Morzy
Portfolio Strategist
Milwaukee, WI, US
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