Matt Conroy
Portfolio Manager-Equities bij Argent Wealth Management LLC
Profiel
Mr. Matthew Conroy is Senior Financial Advisor at Argent Wealth Management LLC.
His areas of expertise include portfolio management; estate planning; gift, estate, trust, and individual taxation; and financial planning.
He is a current member of the Boston Bar Association Trust & Estates Section.
Prior to joining Argent Wealth Management, Mr. Conroy was a Trust & Estate attorney with the firm Charmoy, Stolzberg & Holian LLP in Boston.
Following that position, he worked with PricewaterhouseCoopers LLP and Grant Thornton LLP in their private wealth services group.
He earned his Juris Doctor degree, cum laude, from Suffolk University School of Law, and his Bachelor of Arts degree in Economics from the College of the Holy Cross in Worcester, Massachusetts.
He is a Certified Financial Planner.
Actieve functies van Matt Conroy
| Bedrijven | Functie | Begin |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portfolio Manager-Equities | 01-01-2014 |
Eerdere bekende functies van Matt Conroy
| Bedrijven | Functie | Einde |
|---|---|---|
Grant Thornton LLP
 Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Opleiding van Matt Conroy
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| Suffolk University | Graduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Grant Thornton LLP
Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Commercial Services |
