Matthew Freiburger, CFA, CPA

Dublin, Ohio, United States

733 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
Volunteer Experience
- Past Grand Knight (FY 2014-2015)
  Issued by St. Brigid of Kildare Knights of Columbus on Jan 2011
  Associated with Matthew Freiburger, CFA, CPA