Matthew B. - CFA Charterholder- specializing in CFA Level 1 Prep & Accounting

Matthew B. - CFA Charterholder- specializing in CFA Level 1 Prep & Accounting
$70 / hr
West Chester, OH
(18)
20 miles Travel Radius
In-person + Online
I currently work as a Portfolio Manager in the Wealth Management industry. In this capacity, I study and explain asset allocation, investment selection, and risk management to our clients. I am a CFA and CAIA charter holder, passing all 3 CFA levels and 2 CAIA levels on my first attempt. I've gotten to see and apply the CFA concepts in practice, so I understand how important the CFA credential is in the investment management field.

In addition, I received my MBA from Indiana University wi...
Reviews
Matthew has a good knowledge in his subject. I found him very efficient. I highly recommend him for any student seeking help with Finance.
- Sarrah K. from Cincinnati, OH
Matthew has really built my confidence level in my corporate finance course. I now have a better understanding of stock and bond valuation. If time doesn't permit during session, it is evident that Matt puts time in outside the sessions to ensure that we don't miss a beat during the next session.
- Andre H. from Harrisburg, PA
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