Matthew Tarka Email & Phone Number
Partner, Director of Portfolio Management @ Concentric Wealth Management llc
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Matthew Tarka Location
- Cincinnati, OH, US
Matthew Tarka Work
- 2025 -now Partner, Director of Portfolio Management @
- 2023 -now Director of Portfolio Management @
- 2023 -now Junior Board of Advisors @
- 2023 -2023 Senior Portfolio Manager @
- 2022 -2023 Portfolio Manager and Investment Associate @
- 2020 -2022 Portfolio and Investment Analyst @
- 2020 -2020 Registered Client Associate @
- 2018 -2020 Client Associate @
- 2017 -2018 Seasonal Client Associate @
- 2018 -2018 Chief Executive Officer @
- 2018 -2018 Energy and Utilities Analyst @
- 2017 -2018 Intern @
- 2009 -2017 Owner @ Detailing by Matthew Tarka
- 2015 -2017 Management Intern @
- 2014 -2015 President and COO @
Matthew Tarka Education
- Xavier University
BSBA (Finance)
2015-2018 - Northern Kentucky University 2013-2015
- Dixie Heights High School 2011-2015
Matthew Tarka Skills
- Entrepreneurship
- Public Speaking
- Leadership
- Sales
- Project Management
- Teamwork
- Business Planning
- Microsoft Office
- Customer Service
- Management
- New Business Development
- Social Media Marketing
- Start-ups
- Marketing
- Corporate Finance
- Executive Management
- Budgets
- Strategic Planning
- Document Automation
- Team Building
- Business Development
- WordPress
- Multi-channel Marketing
- Bloomberg Terminal
- ArcGIS
- Data Analysis
- Campaign Finance
- Political Campaigns
- Derivatives
- Equity Valuation
- Portfolio Management
- Equity Research
Matthew Tarka Summary
- Matthew Tarka, based in Cincinnati, OH, US, is currently a Partner, Director of Portfolio Management at Concentric Wealth Management, LLC. Matthew Tarka brings experience from previous roles at Concentric Wealth Management, LLC, Xavier University – Department of Finance – Williams College of Business and HORAN Wealth. Matthew Tarka holds a 2015 - 2018 BSBA in Finance @ Xavier University. With a robust skill set that includes Entrepreneurship, Public Speaking, Leadership, Sales, Project Management and more. Matthew Tarka has 1 mobile phone numbers on RocketReach.
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