Matt Wilson
Miembro del Comité de Inversión en Wacker Wealth Partners LLC .
Perfil
Mr. Matthew R.
Wilson is Partner & Wealth Advisor at Wacker Wealth Partners LLC.
He is a member of the Investment Committee.
He joined the firm in 2005 looking to expand his experience into long-term, comprehensive financial planning.
Mr. Wilson career in the financial industry began at Charles Schwab, where he worked with clients to build customized investment portfolios.
He graduating with a bachelor’s degree in biological sciences and master’s of business administration, both from Cal Poly in San Luis Obispo
Cargos activos de Matt Wilson
| Empresas | Cargo | Inicio |
|---|---|---|
Wacker Wealth Partners LLC
 Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Miembro del Comité de Inversión | 01/01/2005 |
Antiguos cargos conocidos de Matt Wilson.
| Empresas | Cargo | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31/12/2004 |
Formación de Matt Wilson.
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Wacker Wealth Partners LLC
Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Finance |
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