Matthew Freiburger, CFA, CPA

Matthew freiburger, cfa, cpa

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location of Matthew Freiburger, CFA, CPADublin, Ohio, United States
Followers of Matthew Freiburger, CFA, CPA733 followers
  • Timeline

  • About me

    Partner, Wealth Manager at Shuttleworth & Company

  • Education

    • Bishop luers

      1994 - 1998
    • Purdue university - krannert school of management

      1998 - 2002
      Bachelor of science (b.s.) dual major in business management and accounting, minor in finance

      Activities and Societies: Evans Scholars

  • Experience

    • Crowe chizek & company, llc

      Jan 2002 - Jan 2006
      Senior staff auditor
    • Jpmorgan chase

      Jan 2006 - Jun 2006
      Internal auditor
    • Steele investment counsel, ltd.

      Jun 2006 - Dec 2019
      • Portfolio Manager

        Aug 2010 - Dec 2019
      • Manager - Compliance & Operations

        Jun 2006 - Aug 2010
    • Shuttleworth & company

      Jan 2020 - now

      As a Wealth Manager, we are dedicated to working with small business owners, busy professionals and affluent retirees, who want to invest for the future, leave a legacy and sleep better at night. We provide independent advice and wealth management services for clients. We do this by investing in stocks, bonds and exchange traded funds to help people achieve their financial goals.

      • Partner, Wealth Manager

        Jan 2022 - now
      • Portfolio Manager

        Jan 2020 - Dec 2021
  • Licenses & Certifications

    • Certified public accountant

    • Chartered financial analyst

      Cfa institute
      Jun 2010
      View certificate certificate
  • Volunteer Experience

    • Past Grand Knight (FY 2014-2015)

      Issued by St. Brigid of Kildare Knights of Columbus on Jan 2011
      St. Brigid of Kildare Knights of ColumbusAssociated with Matthew Freiburger, CFA, CPA