Matt Kline
Wealth Strategist at Northern Trust Wealth Management | Fort Worth, Texas, United States
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Wealth Strategist at Northern Trust Wealth Management in July 2024 to Present
Sr Private Client Advisor at Texas Capital Bank in May 2022 to July 2024
Portfolio Manager at Bank of America Private Bank in August 2019 to May 2022
Private Client Manager at Bank of America Private Bank in February 2016 to August 2019
Relationship Manager at JPMorgan Chase & Co. in September 2011 to February 2016
Credit Analyst at JPMorgan Chase & Co. in July 2010 to September 2011
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University of Oklahoma, Bachelor of Business Administration (BBA), January 2006 to January 2010
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Estate Planning
Custom credit
Private Wealth Management
Commercial Deal Structuring
Treasury Management
Tax Planning
Relationship Development
63 Licenses
Investment Management
Consumer Lending
Commercial Lending
Wealth Management
Portfolio Management
Investments
Asset Allocation
Financial Analysis
Mortgage Lending
Commercial Banking
Credit Analysis
Relationship Management
High Net Worth Individuals
Wealth Management Services
Equity Trading
Equities
Bonds
Options
Fixed Income
Asset Management
Microsoft Excel
Investment Strategies
Alternative Investments
Securities
Hedge funds
Equity Capital Markets
Business Development
Fiduciary Services
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Discover more about Northern Trust Wealth ManagementWhat company does Matt Kline work for?
Matt Kline works for Northern Trust Wealth Management
What is Matt Kline's role at Northern Trust Wealth Management?
Matt Kline is Wealth Strategist
What is Matt Kline's personal email address?
Matt Kline's personal email address is ma****[email protected]
What is Matt Kline's business email address?
Matt Kline's business email address is matt.kline@***.***
What is Matt Kline's Phone Number?
Matt Kline's phone (214) ***-*128
What industry does Matt Kline work in?
Matt Kline works in the Investment Management industry.
Matt Kline Email Addresses
Matt Kline Phone Numbers
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