Matthew Simpson
Plus aucun poste en cours
Profil
Mr. Matthew Simpson is Senior Trading Specialist at Affinity Wealth Management, Inc. He was previously employed as a Principal by PNC Global Investment Servicing.
Mr. Simpson received his undergraduate degree from Delaware Technical & Community College.
Anciens postes connus de Matthew Simpson
| Sociétés | Poste | Fin |
|---|---|---|
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Corporate Officer/Principal | 30/05/2004 |
Affinity Wealth Management, Inc.
 Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Trading-Equity | - |
Formation de Matthew Simpson
| Delaware Technical & Community College | Undergraduate Degree |
| Wilmington University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Affinity Wealth Management, Inc.
Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Finance |
BNY Mellon Investment Servicing (US), Inc.
BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Finance |
