Matthew Lefkovits

Matthew Lefkovits has a robust background in finance, currently serving as Vice President - Financial Consultant at Charles Schwab since June 2020, where responsibilities have included multiple roles such as Financial Consultant Partner and High Net Worth Representative. Previously, Matthew worked as a Client Service Analyst at State Street, excelling in NAV accuracy, mutual fund launches, and workflow improvements. Additional experience includes sales advisory at Spring Venture Group and internships across various finance-related roles. Matthew earned a Bachelor of Science in Finance from The University of Kansas and has pursued educational opportunities at Cimba and Dallas College North Lake Campus.