Matthew

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Private Wealth Senior Portfolio Strategist at Raymond James|Clearwater, Florida, United States

Position:

Private Wealth Senior Portfolio Strategist at Raymond James

Location:

Clearwater, Florida, United States

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Last updated: 2026-04-14
Updated: 2026-04-14

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Work Experience 11 years

Private Wealth Senior Portfolio Strategist at Raymond James

Feb 2023 - Current

Senior Private Wealth Associate at Bernstein Private Wealth Management

Sep 2020 - Feb 2023

Private Wealth Associate at Bernstein Private Wealth Management

Mar 2017 - Sep 2020

Investment Service Associate at T. Rowe Price

Jun 2015 - Feb 2017

Matthew started working in 2015, then the employee has changed 2 companies and 3 jobs. On average, Matthew works for one company for 2 years 9 months.

Education

Bachelor of Science - BS at University of Florida

Frequently Asked Questions

What is Matthew's email address?

SignalHire found a verified business email address for Matthew: **@raymondjames.com.

What is Matthew's phone number?

SignalHire found a verified phone number for Matthew: +1-***-***-1393.

How do I contact Matthew at Raymond James?

You can reach Matthew through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Matthew's professional background?

Matthew has 11 years of professional experience. They have held roles including Senior Private Wealth Associate, Private Wealth Associate, and Investment Service Associate at companies such as Bernstein Private Wealth Management, Bernstein Private Wealth Management, and T. Rowe Price. Their education includes Bachelor of Science - BS from University of Florida.

Is Matthew's contact information up to date?

Yes. Matthew's SignalHire profile was last updated on 14 April 2026, reflecting their current position as Private Wealth Senior Portfolio Strategist at Raymond James in St. Petersburg, Florida, United States.

Matthew Namesakes

Name
Company
Position
Matthew
Freelance
Digital Strategist
Matthew
Training Consultant at CPBE Instuitute for Entrepreneurship
Matthew
Service Desk Analyst

Other employees at Raymond James

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Dawn Amor
Client Services Associate
Tim Cavanagh
Incoming Equity Research Associate
Jake Brown
Financial Planning Consultant
Willard Causey
Founder, Causey Financial Group, LLC
Laura Sam
Senior Financial Accountant
Laura Lucassian
Client Services Representative
Anthony Leal
Institutional Fiduciary Solutions Consultant

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