![Matt Barber](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt Barber
Gestionnaire de Portefeuille-Actions chez
SignatureFD LLC
Profil
Mr. Matthew B. Barber, CFA, is a Partner & Wealth Advisor at SignatureFD LLC.
He helps entrepreneurs and small business owners navigate their financial lives through a comprehensive wealth management approach that allows them to focus on what they do best – running their businesses.
He specializes in working with business owners to develop a coordinated plan to taxes, develop a succession plan, and ensure appropriate asset protection.
He provides personal financial design solutions that enable his clients to be intentional with their time, helping them to make a more significant impact on the people and things most important to them.
Before joining SignatureFD, he spent five years as an associate at Homrich Berg.
At this Atlanta-based wealth management firm, his responsibilities included assisting high-net-worth and family office clients in preparing customized, long-term financial plans to minimize taxes and ensure he addressed their goals.
He holds a Bachelor of Science in Financial Planning from the University of Georgia.
Postes actifs de Matt Barber
| Sociétés | Poste | Début |
|---|---|---|
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Gestionnaire de Portefeuille-Actions | 01/08/2013 |
Anciens postes connus de Matt Barber
| Sociétés | Poste | Fin |
|---|---|---|
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance H&B-IM considers the client's specific goals and risk tolerance and their capital markets outlook when directing assets to investments. The firm provides advice on securities such as mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate funds, natural resources funds, and structured notes. | Analyst-Equity | 31/07/2013 |
Formation de Matt Barber
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Finance |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance H&B-IM considers the client's specific goals and risk tolerance and their capital markets outlook when directing assets to investments. The firm provides advice on securities such as mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate funds, natural resources funds, and structured notes. | Finance |
