Profil
Mr. Matthew J.
Carroll is a Wealth Management Analyst at Bahl & Gaynor, Inc. He Assists portfolio managers with general research, portfolio management & client services.
Mr. Carroll supports Bahl & Gaynor’s financial planning efforts including cash flow projections, generational wealth preservation and transfer and retirement strategies.
Prior to his current role, he served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.
He received his Bachelor of Business Adminstration major in Finance degree from Xavier University.
Mr. Carroll is also a CFP professional.
Postes actifs de Matthew J. Carroll
| Sociétés | Poste | Début |
|---|---|---|
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Analyst-Equity | 01/08/2020 |
Formation de Matthew J. Carroll
| Xavier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Finance |
