Matt Freeman, CFA is a Director of Investment Advisory Services at Tax & Financial Group, with previous experience as an Investment Services Analyst at Securian Financial. Matt holds a Bachelor of Arts degree in Political Science and History from the University of Michigan, and attended King's College London for further education. Matt is a well-educated professional with a background in investment analysis and field support.
December, 2022 - present
October, 2021
SVP & Director, Investment Advisory Services at The Bryn Mawr Trust
Director, Investment Advisory Services at Trimont
Director - Investment Advisory Services at Trimont
Senior Director, Investment Advisory Services at Trimont
Director - Investment Advisory Services at Public Trust Advisors, LLC