Kyle Matthews
Portfolio Manager at Bleakley Financial Group | Richmond, Virginia, United States
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Portfolio Manager at Bleakley Financial Group in February 2023 to Present
Vice President, Thematic Investment Research at Citi in October 2021 to March 2023
Director, Manager Research at Oppenheimer & Co. Inc. in February 2020 to October 2021
Associate Director, Manager Research at Oppenheimer & Co. Inc. in October 2017 to February 2020
Wholesaler at Fred Alger Management, Inc. in January 2015 to September 2017
Financial Advisor at PNC Investments in August 2011 to November 2014
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William & Mary, Bachelor of Business Administration (BBA), January 2006 to January 2010
University of St. Andrews, Study Abroad, January 2009
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Investment Advisory
Financial Analysis
Personal Financial Planning
Investments
Strategic Financial Planning
Series 7
Mutual Funds
Asset Allocation
Wealth Management
Securities
Financial Advisory
Alternative Investments
Investment Strategies
Financial Planning
Retirement Planning
Series 63
Asset Management
Finance
Trading
Presentation Skills
Public Speaking
Relationship Building
Key Account Relationship Building
Business Relationship Management
Chartered Financial Analyst
Organization Skills
Business Development
Business Solution
Interpersonal Skills
Sales Process
Customer Relationship Management (CRM)
RFP
Strategic Planning
Strategic Selling
Portfolio Development
Tactical Asset Allocation
Dynamic Asset Allocation
Equities
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Discover more about Bleakley Financial GroupWhat is Kyle Matthews email address?
Email Kyle Matthews at [email protected] and [email protected]. This email is the most updated Kyle Matthews's email found in 2026.
How to contact Kyle Matthews?
To contact Kyle Matthews send an email to [email protected] or [email protected].
What company does Kyle Matthews work for?
Kyle Matthews works for Bleakley Financial Group
What is Kyle Matthews's role at Bleakley Financial Group?
Kyle Matthews is Portfolio Manager
What is Kyle Matthews's Phone Number?
Kyle Matthews's phone (703) ***-*169
What industry does Kyle Matthews work in?
Kyle Matthews works in the Financial Services industry.
Kyle Matthews Email Addresses
Kyle Matthews Phone Numbers
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