Perry Mattern Email & Phone Number
Principal and Founder @ Mattern Capital Management
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Perry Mattern Location
- Denver, CO, US
Perry Mattern Work
- 2019 -now Principal and Founder @
- 2008 -2019 Managing Director - Investment Officer @
- 2007 -2008 Managing Director - Investment Officer @ Wachovia Securities, LLC
- 2000 -2007 Senior Vice President - Investments @
Perry Mattern Education
- University of North Dakota
B.S. (Financial Management)
1988-1991 - The American College
(CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program)
- The University of Chicago Booth School of Business in conjunction with the Investments & Wealth Institute
(CPWA® - Certified Private Wealth Advisor® Certification Program)
- University of Pennsylvania - The Wharton School in conjunction with the Investments & Wealth Institute
(CIMA® - Certified Investment Management Analyst® Professional Designation Program)
Perry Mattern Skills
- Financial Services
- Wealth Management
- Investment Advisory
- Asset Management
- Financial Planning
- Investments
- Investment Strategies
- Investment Management
- Retirement Planning
- Estate Planning
- Risk Management
- Financial Advisory
- Wealth Planning
- Asset Allocation
- Capital Management
- Wealth Management Services
- Financial Management Services
- Personal Financial Planning
- Certified Financial Planner
- Holistic Financial Planning
- Independent Financial Advice
- Wealth Preservation Planning
- Charitable Gift Planning
- Charitable Trusts
- Trust Services
- Fiduciary
- Fiduciary Services
- Fiduciary Management
- Wealth Advisory
- Liability Advice
- Fee-Only Financial Planning
- Fee-Only Financial Services
- Wealth Preservation
- Income Tax
- Tax Planning
- Estate Tax Planning
- Trusts
- Fee Only Financial Services
- Fee Only Financial Planning
Perry Mattern Summary
- Perry Mattern, based in Denver, CO, US, is currently a Principal and Founder at Mattern Capital Management. Perry Mattern brings experience from previous roles at Wells Fargo Advisors, Wachovia Securities, LLC and A.G. Edwards & Sons, Inc.. Perry Mattern holds a 1988 - 1991 B.S. in Financial Management @ University of North Dakota. With a robust skill set that includes Financial Services, Wealth Management, Investment Advisory, Asset Management, Financial Planning and more. Perry Mattern has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Perry Mattern
Perry Mattern
Principal and Founder
Denver, CO, US
Top Mattern Capital Management Employees
Brendon Smith
Private Wealth Advisor
Denver, CO, US
Parveen Gupta
Manager of Financial Planning and Analysis
Denver, CO, US
Perry Mattern
Principal and Founder
Denver, CO, US
Caryn Egbert
Chief Compliance Officer
Denver, CO, US
Bryan Nicholls
Director of Operations
Denver, CO, US
Ryan Dow
Private Wealth Advisor
Denver, CO, US
Amanda Depriest
Financial Planning Analyst
Denver, CO, US
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