Matt Barber

Matt Barber

Gestore di Portafoglio-Azioni presso
SignatureFD LLC
Finance
Consumer Services

Profilo

Mr. Matthew B. Barber, CFA, is a Partner & Wealth Advisor at SignatureFD LLC.
He helps entrepreneurs and small business owners navigate their financial lives through a comprehensive wealth management approach that allows them to focus on what they do best – running their businesses.
He specializes in working with business owners to develop a coordinated plan to taxes, develop a succession plan, and ensure appropriate asset protection.
He provides personal financial design solutions that enable his clients to be intentional with their time, helping them to make a more significant impact on the people and things most important to them.
Before joining SignatureFD, he spent five years as an associate at Homrich Berg.
At this Atlanta-based wealth management firm, his responsibilities included assisting high-net-worth and family office clients in preparing customized, long-term financial plans to minimize taxes and ensure he addressed their goals.
He holds a Bachelor of Science in Financial Planning from the University of Georgia.

Posizioni attive di Matt Barber

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/08/2013

Precedenti posizioni note di Matt Barber

SocietàPosizioneFine
Analyst-Equity 31/07/2013
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