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Matthew Teich Location
Chicago, IL, US
Matthew Teich Work
Managing Director and Wealth Advisor @ (October 2017 - Present)
Executive Director, Wealth Strategist @ (March 2015 - October 2017)
Vice President, Client Advisor @ (May 2014 - March 2015)
Specialist - Wealth Management Research @ (January 2012 - May 2014)
Senior Investment Planning Analyst @ (July 2009 - January 2012)
Senior Private Client Associate @ (July 2007 - June 2009)
Private Client Associate @ (June 2004 - June 2007)
Matthew Teich Education
The University of North Carolina at Chapel Hill
Bachelor's degree (Economics)
DePaul University
Master of Science - MS (Taxation)
Matthew Teich Skills
Wealth Management
Investment Strategies
Investments
Asset Management
Investment Management
Certified Financial Planner
Wealth Management Services
Retirement
Financial Advisory
Mutual Funds
Personal Finance
Asset Allocation
Equities
Investment Advisory
Series 63
Series 7
Strategic Financial Planning
Retirement Planning
Leadership
Certified Financial
Social Media
Business Development
Finance
Strategy
Microsoft Office
Management
Strategic Financial
Matthew Teich Summary
Matthew Teich, based in Chicago, IL, US, is currently a Managing Director and Wealth Advisor at Cresset. Matthew Teich brings experience from previous roles at J.P. Morgan Private Bank, Bessemer Trust and Bernstein Global Wealth Management. Matthew Teich holds a Bachelor's degree in Economics @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Wealth Management, Investment Strategies, Investments, Asset Management, Investment Management and more. Matthew Teich has 2 emails and 3 mobile phone numbers on RocketReach.
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