Profiel
Mr. Matthew J.
Carroll is a Wealth Management Analyst at Bahl & Gaynor, Inc. He Assists portfolio managers with general research, portfolio management & client services.
Mr. Carroll supports Bahl & Gaynor’s financial planning efforts including cash flow projections, generational wealth preservation and transfer and retirement strategies.
Prior to his current role, he served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.
He received his Bachelor of Business Adminstration major in Finance degree from Xavier University.
Mr. Carroll is also a CFP professional.
Actieve functies van Matthew J. Carroll
| Bedrijven | Functie | Begin |
|---|---|---|
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Analyst-Equity | 01-08-2020 |
Opleiding van Matthew J. Carroll
| Xavier University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Finance |