Matthew Day is a seasoned financial professional currently serving as a Partner and Wealth Advisor at Corient, one of the largest integrated registered investment advisors in the United States, where Matthew has been since September 2016. Prior to this role, Matthew held key positions at Fidelity Investments as Vice President, Russell Investments as Regional Director, Schwab Institutional as Regional Vice President, and Merrill Lynch as Wealth Advisor, alongside an early career as a National Bank Examiner with the U.S. Department of the Treasury. Matthew holds a degree in Business Administration with a focus on Finance from Washington State University and is a Certified Investment Management Analyst (CIMA) from The Wharton School.
This person is not in any teams
This person is not in any offices