Matthew Holman, CFA

Matthew Holman, CFA

Financial Services Representative

Followers of Matthew Holman, CFA159 followers
location of Matthew Holman, CFABaltimore City County, Maryland, United States

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  • Timeline

  • About me

    Portfolio Manager at Hunt Valley Wealth

  • Education

    • Towson University

      2009 - 2012
      Bachelor of Science (B.S.) Business Administration - Finance
    • Loyola University Maryland Sellinger School of Business and Management

      2013 - 2017
      Master of Business Administration (MBA) Finance
  • Experience

    • SunTrust

      Nov 2006 - Apr 2009
      Financial Services Representative
    • Fundamental

      Jun 2009 - Aug 2018
      • Reimbursement Manager

        Jul 2011 - Aug 2018
      • Senior Staff Accountant

        Jun 2009 - Jul 2011
    • Hunt Valley Wealth

      Aug 2018 - now
      • Portfolio Manager

        Dec 2022 - now
      • Senior Equity Research Analyst / Assistant Portfolio Manager

        Dec 2020 - Jan 2023
      • Equity Research Analyst

        Aug 2018 - Dec 2020
    • Connectus Wealth Advisers

      Jan 2021 - now
      • Portfolio Manager

        Dec 2022 - now
      • Senior Equity Research Analyst / Assistant Portfolio Manager

        Jan 2021 - Jan 2023
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Sept 2019
    • Series 65

      FINRA
      Nov 2017