Matthew Glen Catlin
Fondateur chez Wealth Alliance Advisory Group LLC
Profil
Mr. Matthew G.
Catlin is an Executive Vice President & Chief Investment Officer at Wealth Alliance Advisory Group LLC.
In 2017, he co-founded Wealth Alliance after a career in the financial services industry that began in 1999.
Prior to forming Wealth Alliance, Mr. Catlin held the position of Branch Manager and Vice President – Wealth Management with UBS Financial Services.
He has also held management positions in two commercial banks, achieving the position of Senior Vice President and creating a residential lending division.
He is a graduate of Wichita State University with a B.G.S.
degree in Business Administration and Sociology.
He is registered as an Investment Adviser Representative.
Postes actifs de Matthew Glen Catlin
| Sociétés | Poste | Début |
|---|---|---|
Wealth Alliance Advisory Group LLC
 Wealth Alliance Advisory Group LLC Investment ManagersFinance Wealth Alliance Advisory Group LLC (WAAG) is a registered independent investment advisor headquartered in Wichita, Kansas. The firm was founded by Gary W. Decker and Matthew G. Catlin in 2017. WAAG offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, banking or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Fondateur | 01/12/2017 |
Formation de Matthew Glen Catlin
| Wichita State University | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wealth Alliance Advisory Group LLC
Wealth Alliance Advisory Group LLC Investment ManagersFinance Wealth Alliance Advisory Group LLC (WAAG) is a registered independent investment advisor headquartered in Wichita, Kansas. The firm was founded by Gary W. Decker and Matthew G. Catlin in 2017. WAAG offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, banking or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
