Perry Mattern Location
Denver, CO, US
Perry Mattern Work
- 2019 - now Principal and Founder @ Mattern Capital Management
- 2008 - 2019 Managing Director - Investment Officer @ Wells Fargo Advisors
- 2007 - 2008 Managing Director - Investment Officer @ Wachovia Securities, LLC
- 2000 - 2007 Senior Vice President - Investments @ A.G. Edwards & Sons, Inc.
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
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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