matthew delgehausen

associate wealth manager

About

I have a passion for building and protecting the wealth of my clients though intentional investment management, financial planning and estate planning. In addition, I enjoy connecting with other professionals in the High Net Worth and Ultra High Net Worth space in order to share best practices and to understand opportunities on the horizon. In 2017 I passed Level II of the CFA Program.

Country

united states

City

denver

Industry

financial services

Skill

microsoft office, customer service, microsoft excel, powerpoint, time management, management

Experience

portfolio analyst - wealth managment

bny mellon wealth management

2016-3 - 2016-12 · 10 mos

Prepare briefs for meetings between portfolio manager and clients. Ensure that portfolio allocations remain in line with client goals.

senior portfolio analyst

bny mellon wealth management

2016-12 - Present · 9 yrs 10 mos

associate wealth manager

bny mellon wealth management

2018-5 - Present · 8 yrs 5 mos

account analyst

bny mellon

2014-3 - 2016-3 · 2 yrs 1 mo

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2014, BNY Mellon had $28.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.http://www.bnymellon.com/legal/index.html#social