Matt De Long

Manager, Portfolio Transition Consulting at Mariner Wealth Advisors

Matt De Long is a wealth advisor at Mariner Wealth Advisors. Matt has over 10 years of experience in the financial industry, having worked as a senior investment analyst, portfolio manager, and accounting manager.

De Long began their career as a portfolio manager at BMO Private Bank in 2015. Matt was responsible for managing 500+ private wealth investment accounts and grew the assets under their management significantly. In 2019, they joined Meeder Investment Management as a senior investment analyst.

In their current role at Mariner Wealth Advisors, De Long provides customized financial advice to clients based on their individual needs and goals. Matt has a deep understanding of different investment strategies and works closely with clients to construct portfolios that are aligned with their risk tolerance and objectives.

Matt De Long has earned a MBA in Finance from Columbia Business School and a BBA in Finance from University of Wisconsin-Whitewater. Matt is also a Chartered Financial Analyst (CFA) from CFA Institute.

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Timeline

  • Manager, Portfolio Transition Consulting

    Current role

  • Wealth Advisor

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