Matt Westfall
Gestore di Portafoglio-Azioni presso Cerity Partners LLC
Profilo
Mr. Matthew A.
Westfall, CFA, is a Partner and Head of Portfolio Management at Cerity Partners LLC.
He works in the investment office to develop and implement strategies, perform internal research, manage investment relationships, and provide general investment support to advisors and clients.
Prior to joining Cerity Partners, Mr. Westfall previously worked as the Director of Investment Operations and served on the Investment Committee for ARGI Financial Group.
Before ARGI, he worked as an Analyst in investment banking, producing research on steel and iron ore companies.
He received his undergraduate degree from The Ohio State University.
Posizioni attive di Matt Westfall
| Società | Posizione | Inizio |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Matt Westfall
| Società | Posizione | Fine |
|---|---|---|
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Gestore di Portafoglio-Azioni | - |
Formazione di Matt Westfall
| The Ohio State University | 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 |
|---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
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