![Matt Gilchrist](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Matt Gilchrist
Gestore di Portafoglio-Azioni presso SPC Financial, Inc.
Profilo
Mr. Matthew E.
Gilchrist, CPA, is a Financial Advisor at SPC Financial, Inc. He is on the Board of Directors for the First Tee of Montgomery County and the Cura Personalis Project.
He is registered with Raymond James Financial Services, Inc. as a General Securities Representative and holds his NASAA Uniform Combined State Law license, as well as a Life and Health insurance license.
He began his financial career in 2008.
He is dedicated to servicing his clients through a comprehensive, objective and educational based approach.
His experience as a small business owner gives him extensive knowledge and planning techniques to confront the unique obstacles small business owners encounter.
He attended the University of Maryland College Park where he completed a B.A.
in Economics.
His educational background includes a Bachelor’s degree in Economics from the University of Maryland.
He also maintains the CPA and PFS designations as well as a Certified Financial Planner Professional certification.
Posizioni attive di Matt Gilchrist
Società | Posizione | Inizio |
---|---|---|
SPC Financial, Inc.
![]() SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Gestore di Portafoglio-Azioni | 01/05/2010 |
Precedenti posizioni note di Matt Gilchrist
Società | Posizione | Fine |
---|---|---|
Wagener-Lee LLC
![]() Wagener-Lee LLC Investment ManagersFinance Wagener-Lee LLC provides investment advice. The private company is based in Columbia, MD. | Corporate Officer/Principal | - |
Formazione di Matt Gilchrist
University of Maryland | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
SPC Financial, Inc.
![]() SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Finance |
Wagener-Lee LLC
![]() Wagener-Lee LLC Investment ManagersFinance Wagener-Lee LLC provides investment advice. The private company is based in Columbia, MD. | Finance |
- Borsa valori
- Insiders
- Matt Gilchrist