![Matt L. Wahl](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Matt L.
Wahl, CPA CFA, is Managing Advisor at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors, Mr. Wahl was a portfolio manager with a national investment firm where he managed portfolios for personal trust and employee benefit accounts.
He has several years of experience in the investment industry, managing investments for high net-worth individuals, trusts and corporations.
Mr. Wahl is a Chartered Financial Analyst charterholder.
He received his Certified Public Accountant license in 2005 and received the Certified Financial Planner certification in 2007.
He a member of the American Institute of Certified Public Accountants, Arkansas Society of Certified Public Accountants and CFA Society of Arkansas.
Mr. Wahl is a 1998 graduate of Hendrix College, Conway, Arkansas, with a BA degree in economics and a 2000 graduate of the University of Arkansas, Little Rock, with an MBA degree in finance.
Precedenti posizioni note di Matt L. Wahl
| Società | Posizione | Fine |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Corporate Officer/Principal | - |
Formazione di Matt L. Wahl
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
34
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Finance |
Hendrix College
 Hendrix College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Arkansas
 The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
