Deep Enrich
Matthew Holman, CFA
Financial Services Representative
159 followers
Baltimore City County, Maryland, United States
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About me
Portfolio Manager at Hunt Valley Wealth
Education
Towson University
2009 - 2012Bachelor of Science (B.S.) Business Administration - Finance
Loyola University Maryland Sellinger School of Business and Management
2013 - 2017Master of Business Administration (MBA) Finance
Experience
SunTrust
Nov 2006 - Apr 2009Financial Services Representative
Fundamental
Jun 2009 - Aug 2018Reimbursement Manager
Jul 2011 - Aug 2018Senior Staff Accountant
Jun 2009 - Jul 2011
Hunt Valley Wealth
Aug 2018 - nowPortfolio Manager
Dec 2022 - nowSenior Equity Research Analyst / Assistant Portfolio Manager
Dec 2020 - Jan 2023Equity Research Analyst
Aug 2018 - Dec 2020
Connectus Wealth Advisers
Jan 2021 - nowPortfolio Manager
Dec 2022 - nowSenior Equity Research Analyst / Assistant Portfolio Manager
Jan 2021 - Jan 2023
Licenses & Certifications
Chartered Financial Analyst (CFA) Charterholder
CFA InstituteSept 2019
Series 65
FINRANov 2017
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