Perfil
Mr. Matthew D.
Wilson is a Chief Investment Officer & President at KWMG LLC.
He is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team.
He also works with clients as one of the firm’s most senior financial planners.
He received his undergraduate in BS in Accounting / Finance with a minor in Economics at Rockhurst University.
Cargos activos de Matthew David Wilson
| Empresas | Cargo | Inicio |
|---|---|---|
KWMG LLC
 KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | Presidente | 01/01/2022 |
Formación de Matthew David Wilson.
| Rockhurst University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
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KWMG LLC
KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | Finance |
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