Profilo
Matthew Mohlman is currently the President at Monument Ventures, Inc. He previously worked as a Compliance Officer at AFA Financial, Inc. from 2007 to 2008.
He also held positions as Principal at Interactive Brokers Group, Inc. and Vice President at Astor Asset Management LLC.
Mr. Mohlman received his undergraduate degree from Xavier University in 1998 and his graduate degree from American University.
He also received a graduate degree from Texas A&M University in 2001.
Posizioni attive di Matthew Mohlman
| Società | Posizione | Inizio |
|---|---|---|
Monument Ventures, Inc.
 Monument Ventures, Inc. Financial ConglomeratesFinance Monument Ventures, Inc. was founded in 2021 and is based in Carmel, IN. The company offers Monument Legacy, a Donor Advised Fund that allows individuals to align their investment portfolios with their philanthropic goals. The company has attracted finance and tax professionals, nonprofit and business leaders, and high net worth individuals to join the alliance. Monument Ventures aims to show individuals how to make an impact while making a profit. | President | 01/01/2020 |
Precedenti posizioni note di Matthew Mohlman
| Società | Posizione | Fine |
|---|---|---|
AFA Financial, Inc.
 AFA Financial, Inc. Investment ManagersFinance AFA Financial, Inc. was founded in Cleveland, Ohio in 1975. They manage separate stock portfolios for individuals, corporations, pension and profit-sharing plans, endowments and trusts. The firm also manages 401K plans and IRA rollover accounts. | Compliance Officer | 01/05/2008 |
| INTERACTIVE BROKERS GROUP, INC. | Corporate Officer/Principal | - |
Astor Asset Management LLC
 Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Compliance Officer | - |
Formazione di Matthew Mohlman
| Xavier University | Undergraduate Degree |
| American University | Graduate Degree |
| Texas A&M University | Graduate 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
| Società quotate in Borsa | 1 |
|---|---|
| INTERACTIVE BROKERS GROUP, INC. | Finance |
| Aziende private | 3 |
|---|---|
AFA Financial, Inc.
AFA Financial, Inc. Investment ManagersFinance AFA Financial, Inc. was founded in Cleveland, Ohio in 1975. They manage separate stock portfolios for individuals, corporations, pension and profit-sharing plans, endowments and trusts. The firm also manages 401K plans and IRA rollover accounts. | Finance |
Astor Asset Management LLC
Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Finance |
Monument Ventures, Inc.
Monument Ventures, Inc. Financial ConglomeratesFinance Monument Ventures, Inc. was founded in 2021 and is based in Carmel, IN. The company offers Monument Legacy, a Donor Advised Fund that allows individuals to align their investment portfolios with their philanthropic goals. The company has attracted finance and tax professionals, nonprofit and business leaders, and high net worth individuals to join the alliance. Monument Ventures aims to show individuals how to make an impact while making a profit. | Finance |
- Borsa valori
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- Matthew Mohlman
