David Matzko is a seasoned financial professional with extensive experience in investment research and client advisory services. Currently serving as a Senior Analyst in Investment Research at Carson Group since March 2024, David previously held various roles at LPL Financial, including Research Analyst and Research Associate Analyst, where responsibilities included addressing adviser inquiries and conducting market research. David's career also includes positions at Lincoln Financial Group as a Paraplanner, Morgan Stanley as a Senior Registered/Financial Planning Associate, and Transamerica Retirement Solutions as a Defined Contribution Specialist. With a strong educational background, including a Master’s in Finance from the University of Cincinnati and an MBA from Xavier University, David consistently contributed to significant asset growth and client retention across multiple firms.
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