Private Wealth Advisor, Director SVB Private @ (January 2022 - February 2023)
Managing Director @ (July 2020 - February 2023)
Vice President @ (June 2011 - June 2020)
Vice President of Investment Management and Trust @ (January 2006 - June 2011)
Director of Business Development @ Heritage Capital Management (April 2003 - January 2006)
MBA Consulting Services @ Emtex Corporation (June 2003 - December 2003)
Teacher of English @ (June 1999 - June 2001)
English Teacher, Dean of International Students @ (May 1997 - June 1999)
Matthew Remis Education
D'Amore-McKim School of Business at Northeastern University
MBA (Finance, Economics, Marketing)
2002-2004
Ben-Gurion University of the Negev
Hebrew (Hebrew)
1996-1996
Union College
BA (English/Africana Studies/Hebrew)
1992-1996
Governor Dummer Academy 1989-1992
Swampscott High School 1987-1991
Matthew Remis Skills
Management
Leadership
Portfolio Management
Asset Allocation
Investment Strategies
Project Management
Wealth Management
Trust Services
Financial Advisory
Investment Management
Finance
Investments
Services
Research
Financial Analysis
Strategic Planning
Business Development
Matthew Remis Summary
Matthew Remis, based in Boston, MA, US, is currently a Managing Director, Wealth Advisor at Farther. Matthew Remis brings experience from previous roles at NewEdge Wealth, SVB Private, Boston Private Wealth and Morgan Stanley. Matthew Remis holds a 2002 - 2004 MBA in Finance, Economics, Marketing @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Management, Leadership, Portfolio Management, Asset Allocation, Investment Strategies and more. Matthew Remis has 2 emails and 3 mobile phone numbers on RocketReach.
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