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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Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.