Matthew Kolakowski
Gestionnaire de Portefeuille-Actions chez Laird Norton Wetherby Wealth Management LLC
Profil
Mr. Matthew Kolakowski is a Wealth Advisor 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
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Formation de Matthew Kolakowski
| Darla Moore School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
