Matthew Matherly

Matthew Matherly

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus Group | Denver, Colorado, United States

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Work Experience

RBC Wealth Management - Matherly Aubrey Group

Senior Vice President, Senior Portfolio Manager - Matherly Aubrey Group

2024-01-01 — Present

RBC Wealth Management - Matherly Aubrey Group

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

2019-09-01 — Present

Skills

investment management private banking global asset management estate & trust services business insurance business succession planning credit & lending executive banking eldercare planning family wealth planning

Languages

English