Profil
Mr. Brian Matter is a Principal at Creative Capital Management Investments LLC.
He specializes in helping business owners navigate their financial lives — including investment selection, risk management, estate planning strategies, succession plans, and retirement options.
He also serves as Chief Compliance Officer.
Mr. Matter previously worked as a Senior Manager on the Advisory Services team at Ernst & Young LLP.
He earned a B.S.
in business management at Brigham Young University.
Postes actifs de Brian Matter
| Sociétés | Poste | Début |
|---|---|---|
Creative Capital Management Investments LLC
Creative Capital Management Investments LLC Investment ManagersFinance CCMI manages clients’ funds with long-term results in mind rather than short-term profits. The firm’s investment professionals primarily utilize institutional class mutual funds, Exchange Traded Funds (ETFs), real estate investment trusts (REITs), bonds, and bank instruments. Each portfolio is designed to meet each client’s personal investment objectives. | Compliance Officer | - |
Formation de Brian Matter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Brigham Young University
Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Capital Management Investments LLC
Creative Capital Management Investments LLC Investment ManagersFinance CCMI manages clients’ funds with long-term results in mind rather than short-term profits. The firm’s investment professionals primarily utilize institutional class mutual funds, Exchange Traded Funds (ETFs), real estate investment trusts (REITs), bonds, and bank instruments. Each portfolio is designed to meet each client’s personal investment objectives. | Finance |
















