Matthew Harbert

Q: What is Matthew Harbert email address?

Email Matthew Harbert at harbert99@yahoo.com, bullheaded97-mem@yahoo.com and matthew@instrumentalwealth.com. This email is the most updated Matthew Harbert's email found in 2026.

Q: How to contact Matthew Harbert?

To contact Matthew Harbert send an email to harbert99@yahoo.com, bullheaded97-mem@yahoo.com or matthew@instrumentalwealth.com.

Chief Investment Officer at Instrumental Wealth | Tampa, Florida, United States

Profile last verified August 2026

Investment Management Verified Profile Tampa, Florida, United States University of South Florida

Matthew Harbert’s Email & Phone Number

Verified

Work Email

***@instrumentalwealth.com

Last verified September 2026

Personal Email

***@yahoo.com

Personal • High Confidence

Phone Number

181*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Matthew Harbert Work Experience

Chief Investment Officer at Instrumental Wealth in September 2020 - Present

Director of Investment Strategy at Northwestern Mutual in May 2015 - August 2020

Director of Research at CapTrust Advisors, LLC in January 2013 - January 2015

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Director of Analytics at CapTrust Advisors, LLC in January 2004 - January 2013

Performance Analyst at CapTrust Advisors, LLC in January 1999 - January 2004

Investment Representative at T Rowe Price in January 1997 - January 1999

Matthew Harbert Education

University of South Florida, Bachelor of Science

Matthew Harbert Skills

Equities Analytics Portfolio Management Bloomberg Mutual Funds Investment Management Asset Allocation Fixed Income Financial Analysis Financial Modeling Valuation Leadership Budgeting Business Development CFA Change Management Client Retention & Expansion Client Servicing Coaching Staff Communication Due Diligence FactSet Financial Markets Independent & Team Work Informa Performer Innovation Institutional Equity Internal Sales to Consultants Investment Portfolio Growth Investment Research Investment Taxation & Timing Investor Relations Market Research Plans Marketplace Characteristics Morningstar Direct Microsoft Office Negotiation Presentations Private Equity Process Improvement PSN Quality Assurance Sun Guard Allocation Master Technical Indicators Wealth Management Wholesaler Relationships Wilshire Cooperative Work Flow Management Zephyr Allocation Advisor Zephyr Style Advisor

About Matthew Harbert’s Current Company

Instrumental Wealth

Instrumental Wealth, LLC (Instrumental Wealth”) is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For more information about Instrumental Wealth, please contact us at www.instrumental-wealth.com. or refer the SEC Website (www.adviserinfo.sec.gov) This platform is solely for informational purposes.

Discover more about Instrumental Wealth

Matthew Harbert’s Colleagues

David Silver

United States

Forbes Best-In-State Top Next-Gen Wealth Advisor | CEO/President at Instrumental Wealth

CEO/President at Instrumental Wealth
(October 2020 – Present)

Drew Allen

Tampa, Florida, United States

Senior Wealth Advisor at Instrumental Wealth

Senior Wealth Advisor at Instrumental Wealth
(October 2020 – Present)

Jordan Arnold

St Petersburg, Florida, United States

Lead Advisor at Instrumental Wealth

Lead Advisor at Instrumental Wealth
(March 2021 – Present)

Daniel Calderon

Nashville, Tennessee, United States

Advisor Advocate at Nifty Advisor Support

Advisor Advocate at Nifty Advisor Support
(July 2022 – Present)

Angela Ruiz

Greater Tampa Bay Area

Director Of Operations at Instrumental Wealth

Director Of Operations at Instrumental Wealth
(October 2020 – Present)

Audrey Maginsky

Lutz, Florida, United States

Director of New Business & Client Service at Instrumental Wealth

Director of New Business & Client Service at Instrumental Wealth
(October 2020 – Present)

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Frequently asked questions about Matthew Harbert

What is Matthew Harbert email address?

Email Matthew Harbert at [email protected], [email protected] and [email protected]. This email is the most updated Matthew Harbert's email found in 2026.