Matthew Sharp

Matthew Sharp

Manager - Wealth Management, Partner | San Francisco, California, United States

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Work Experience

Aspiriant

Manager - Wealth Management, Partner

2023-05-01 — Present

Aspiriant

Manager - Wealth Management

2021-03-01 — Present

Aspiriant

Senior Associate - Wealth Management

2019-01-01 — 2021-03-01

Aspiriant

Associate - Wealth Management

2017-07-01 — 2018-12-01

The Colony Group

Associate Financial Counselor

2013-09-01 — 2015-08-01

Fidelity Investments

Internship Program - Institutional Wealth Services

2012-05-01 — 2012-08-01

Skills

wealth management financial planning investment management family office estate planning charitable giving tax planning risk management concentrated stock wealth compensation structuring

Languages

English , English