![Matthew David Wilson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Matthew D.
Wilson is a Chief Investment Officer & President at KWMG LLC.
He is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team.
He also works with clients as one of the firm’s most senior financial planners.
He received his undergraduate in BS in Accounting / Finance with a minor in Economics at Rockhurst University.
Actieve functies van Matthew David Wilson
| Bedrijven | Functie | Begin |
|---|---|---|
KWMG LLC
 KWMG LLC Investment ManagersFinance KWA creates a portfolio that provides diversification, growth potential and an appropriate level of risk. The firm implements an investment portfolio specifically designed to help fund their client’s retirement goals over the long-term. They may propose an investment approach which may consist of exchange traded funds (ETFs), mutual funds, individual stocks or bonds, or other securities. | President | 01-01-2022 |
Opleiding van Matthew David Wilson
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
1
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Rockhurst University
 Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KWMG LLC
KWMG LLC Investment ManagersFinance KWA creates a portfolio that provides diversification, growth potential and an appropriate level of risk. The firm implements an investment portfolio specifically designed to help fund their client’s retirement goals over the long-term. They may propose an investment approach which may consist of exchange traded funds (ETFs), mutual funds, individual stocks or bonds, or other securities. | Finance |
