Profilo
Mr. Matthew Canner is a Partner at Cerity Partners LLC.
He has more than twenty-five years of experience in wealth management, with an emphasis on providing investment advisory, financial planning, and trust advisory services to ultra-high-net-worth individuals and families.
Prior to joining Cerity Partners, she was the President of Algonquin Advisors, where he was responsible for the firm’s client relationship management, business development and marketing efforts.
Previously, he was a Senior Private Client Advisor at Wilmington Trust, providing financial, investment, trust and estate, and fiduciary planning services to high-net-worth individuals and families.
He also co-chaired the bank’s Corporate Executive Planning Group and headed the external Trust Consultancy practice in the New York City region.
Earlier in his career, he served in a variety of advisory roles.
He was a Director of Institutional Sales at Knight Capital Group, Inc., a Senior Vice President for financial planning with U.S.
Trust Company, and a Senior Financial Counselor within Ernst & Young’s Personal Financial Counseling Group.
Posizioni attive di Matthew Canner
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 | 01/12/2020 |
Precedenti posizioni note di Matthew Canner
Società | Posizione | Fine |
---|---|---|
Algonquin Advisors LLC
Algonquin Advisors LLC Investment ManagersFinance Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets. | Corporate Officer/Principal | 01/12/2020 |
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 |
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Algonquin Advisors LLC
Algonquin Advisors LLC Investment ManagersFinance Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets. | 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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- Matthew Canner