![Matthew Kolakowski](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Matthew Kolakowski
Gestor de Cartera-Acciones en Laird Norton Wetherby Wealth Management LLC .
Perfil
Mr. Matthew Kolakowski is a Wealth Advisor at Laird Norton Wetherby Wealth Management LLC.
He joined the firm in 2016.
He focuses on portfolio management and financial planning for clients.
He supports clients and advises them on the full spectrum of wealth management to help ensure their wealth supports their goals.
Mr. Kolakowski was previously employed as a Client Services Associate by Connecticut Wealth Management from 2015 to 2016, where he supported a team of advisors with client account maintenance and reporting.
Prior to that, he was a Financial Services Representative at MetLife Premier Client Group of NYC from 2014 to 2015.
There, he implemented comprehensive financial planning processes with an emphasis on client engagement.
He received his BA in Finance and Risk Management & Insurance from University of South Carolina Darla Moore School of Business.
He is a Certified Financial Planner certificant and holds the Financial Services Certified Professional designation from The American College of Financial Services.
Cargos activos de Matthew Kolakowski
Empresas | Cargo | Inicio |
---|---|---|
Laird Norton Wetherby Wealth Management LLC
![]() Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Gestor de Cartera-Acciones | 01/01/2016 |
Formación de Matthew Kolakowski.
Darla Moore School of Business | Undergraduate Degree |
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 | 1 |
---|---|
Laird Norton Wetherby Wealth Management LLC
![]() Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
- Bolsa de valores
- Insiders
- Matthew Kolakowski