Profilo
Matthew Johnne Syverson is currently the Managing Partner & Senior Wealth Advisor at Sound Stewardship LLC, a position held since 2004.
Formerly, worked as a Financial Associate at Syverson Strege & Co. from 2002 to 2003 and as a Financial Advisor at Ameriprise Financial Services, Inc. from 2000 to 2002.
Completed undergraduate education at the University of Iowa in 1995.
Posizioni attive di Matt Syverson
| Società | Posizione | Inizio |
|---|---|---|
Sound Stewardship LLC
Sound Stewardship LLC Investment ManagersFinance Provides investment advice | Amministratore Delegato | 01/01/2004 |
Precedenti posizioni note di Matt Syverson
| Società | Posizione | Fine |
|---|---|---|
Syverson Strege & Co.
Syverson Strege & Co. Investment ManagersFinance Syverson Strege helps identify client’s goals and objectives, and then develop an investment portfolio to help them meet those goals within their risk tolerance. The firm recommends both active and passive (enhanced index) management strategies in asset classes where they have historically been shown to add consistent value. They follow a strategic process to create and manage a client’s investment portfolio. | Corporate Officer/Principal | 01/12/2003 |
Ameriprise Financial Services, Inc. /Washington/
Ameriprise Financial Services, Inc. /Washington/ Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | 01/04/2002 |
Formazione di Matt Syverson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
University of Iowa
University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Syverson Strege & Co.
Syverson Strege & Co. Investment ManagersFinance Syverson Strege helps identify client’s goals and objectives, and then develop an investment portfolio to help them meet those goals within their risk tolerance. The firm recommends both active and passive (enhanced index) management strategies in asset classes where they have historically been shown to add consistent value. They follow a strategic process to create and manage a client’s investment portfolio. | Finance |
Sound Stewardship LLC
Sound Stewardship LLC Investment ManagersFinance Provides investment advice | Finance |
Ameriprise Financial Services, Inc. /Washington/
Ameriprise Financial Services, Inc. /Washington/ Investment ManagersFinance Provides financial advisory services | Finance |
















