David Matuszak

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Finance

Consumer Services

Perfil

David Matuszak worked as an Investment Advisor at Envision Capital Management Ltd.
He then worked as the President of DJM Wealth Strategies LLC from 2009 to 2012.
After that, he worked as the Executive Vice President & Senior Wealth Advisor at Pathlight Investors LLC.
Mr. Matuszak completed his undergraduate degree from Syracuse University.

Antiguos cargos conocidos de David Matuszak.

Empresas	Cargo	Fin
DJM Wealth Strategies LLC DJM Wealth Strategies LLC Investment ManagersFinance Part of Julmat, Inc., DJM Wealth Strategies LLC is a company that provides investment advice. The company is based in Scottsdale, AZ.	Corporate Officer/Principal	01/12/2012
Envision Capital Management Ltd. Envision Capital Management Ltd. Investment ManagersFinance Envision Capital Management Ltd. (ECM) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 1982 as Physicians Financial Services Ltd. and became known as Envision Capital Management in 1998. The Druckman Family Trust owns 100% of the firm's company’s shares. ECM provides discretionary investment management or portfolio management services to clients with separately managed accounts. These clients include individuals and high net-worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, trusts, and estates.	Gestor de Cartera-Acciones	31/12/2009
Pathlight Investors LLC Pathlight Investors LLC Investment ManagersFinance Pathlight Investors LLC provides investment advice. The company is based in Phoenix, AZ. The company was founded in 2009. Pathlight Investors was acquired by EP Wealth Advisors LLC on July 08, 2019.	Presidente	-

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Formación de David Matuszak.

Syracuse University

Undergraduate Degree

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