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: 2026-05-24
Updated: 2026-05-24

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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.

Matthew holds Chartered Financial Analyst (CFA), Series 63 - Uniform Securities Agent State Law Examination, and Series 7 - General Securities Representative Examination certifications.

Education

Bachelor of Science - BS at University of Florida

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