Matthew J. Naumec is an Associate and Client Relationship Manager at Winged Keel Group, specializing in life insurance portfolios for high-net-worth clients. Prior to this, Matthew was a Case Design Associate at the PGA TOUR and a NCAA Division I student athlete at Boston College. Matthew J. also gained experience as an Equity Research Analyst Intern at RBC Wealth Management. Matthew has a Bachelor's degree in Economics from Boston College.
January, 2023 - present
Senior Manager, Advisory Services – Associates | Client Relationship Manager at Nicola Wealth
Senior Wealth Planning Associate | Client Relationship Manager at Nicola Wealth
Manager, Advisory Services - Associates | Client Relationship Manager at Nicola Wealth
Senior Wealth Planning Associate | Client Relationship Manager at Nicola Wealth
Associate Client Relationship Manager at Dominion Due Diligence Group (D3G)