Matthew Santangelo Email & Phone Number
Regional Director @ Naval War College Foundation
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Matthew Santangelo Location
- Portsmouth, NH, US
Matthew Santangelo Work
- 2025 -now Private Trustee @ Lorenz Private Trustees of New Hampshire
- 2012 -now Regional Director @
- 2025 -2025 Professional Individual Trustee @ Self-employed
- 2020 -2024 Senior Client Strategist and Regional Director for Client Strategies and Business Development @
- 2011 -2020 Senior Wealth Strategist and Senior Vice President @
- 1996 -2011 Senior Trust and Estate Specialist and First Vice President - Investments @
- 1987 -1997 Surface Warfare Officer, LCDR @
- 1994 -1996 Personal Trust Administration Officer and Vice President @
- 1992 -1993 Trust Administrator - Client Relationship Management Group @
Matthew Santangelo Education
- ABA National Graduate Trust School (at Northwestern University)
CTFA (fiduciary law, gift & estate taxation, financial planning, investment management)
1993-1995 - Skidmore College
BA (Government)
1983-1987
Matthew Santangelo Skills
- New Business Development
- Multi-Generational Wealth Transfer
- Investment Manager Search & Due Diligence
- Leadership
- Shiphandling
- Marine Engineering
- Navigation
- Military Operations
- Client Services
- Trust Management
- Personal Trust Administration
- Multi-Family Office
- Holistic Wealth Management Services
- Team Leadership
- Family Office
- Multi-generational Planning
- Investment Policy Development
- Fiduciary Services
- Strategic Financial Planning
- Investment Strategies
- Fiduciary
- Philanthropy
- Wealth Management Services
- High Net Worth Individuals
- Asset Allocation
- Liquidity Events
- Investment Management
- Wealth Management
- Goals Based Planning
- Investments
- Wealth
- Finance
- Trusts
- Estate Planning
- Asset Management
- Alternative Investments
- Due Diligence
- Portfolio Management
- Project Management
- Banking
- Microsoft Office
- Financial Services
- Microsoft Excel
- Strategic Financial
- Services
- High Net Worth
Matthew Santangelo Summary
- Matthew Santangelo, based in Portsmouth, NH, US, is currently a Regional Director at Naval War College Foundation. Matthew Santangelo brings experience from previous roles at Lorenz Private Trustees of New Hampshire, Self-employed, BNY Wealth and Northern Trust. Matthew Santangelo holds a 1993 - 1995 CTFA in fiduciary law, gift & estate taxation, financial planning, investment management @ ABA National Graduate Trust School (at Northwestern University). With a robust skill set that includes New Business Development, Multi-Generational Wealth Transfer, Investment Manager Search & Due Diligence, Leadership, Shiphandling and more. Matthew Santangelo has 1 emails and 2 mobile phone numbers on RocketReach.
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