Matthew Kolakowski

Gestionnaire de Portefeuille-Actions chez Laird Norton Wetherby Wealth Management LLC

Profil

Mr. Matthew Kolakowski is a Wealth Manager 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.

Postes actifs de Matthew Kolakowski

Sociétés	Poste	Début
Laird Norton Wetherby Wealth Management LLC	Gestionnaire de Portefeuille-Actions	01/01/2016