MH

Matthew Holman

Portfolio Manager at Connectus Wealth Advisers

Matthew Holman, CFA has an extensive background in finance, highlighted by their current role as Portfolio Manager at Connectus Wealth Advisers. Prior to this, Matthew held various positions at Hunt Valley Wealth and Fundamental Administrative Services, with experience in equity research, portfolio management, and accounting. Matthew holds an MBA in Finance from Loyola University Maryland and a Bachelor's degree in Business Administration - Finance from Towson University.

Links

Timeline

  • Portfolio Manager

    December, 2022 - present

  • Senior Equity Research Analyst / Assistant Portfolio Manager

    January, 2021