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 KWA creates a portfolio that provides diversification, growth potential and an appropriate level of risk. The firm implements an investment portfolio specifically designed to help fund their client’s retirement goals over the long-term. They may propose an investment approach which may consist of exchange traded funds (ETFs), mutual funds, individual stocks or bonds, or other securities. | Presidente | 01/01/2022 |
Formación de Matthew David Wilson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Rockhurst University
Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KWMG LLC
KWMG LLC Investment ManagersFinance KWA creates a portfolio that provides diversification, growth potential and an appropriate level of risk. The firm implements an investment portfolio specifically designed to help fund their client’s retirement goals over the long-term. They may propose an investment approach which may consist of exchange traded funds (ETFs), mutual funds, individual stocks or bonds, or other securities. | Finance |
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