Kelly Freeman

Kelly Freeman Email and Phone Number

Investment Manager at Mattern Capital Management @ Mattern Capital Management
Kelly Freeman's Location
Denver, Colorado, United States, United States
Kelly Freeman's Contact Details

Kelly Freeman personal email

n/a
About Kelly Freeman

I recently joined Mattern Capital Management, LLC as an Investment Manager. My experience in institutional trading and portfolio administration, focusing on tax efficiency and opportunistic rebalancing, compliments the Mattern team in designing and implementing financial planning and wealth management strategies.Mattern Capital Management, LLC is a fee-only, SEC Registered Investment Adviser focused on helping successful individuals and families manage the complexity of wealth. At our core, we are a highly experienced team of professionals with specialized investment management expertise using a multidisciplinary approach to financial planning and wealth management. Mattern Capital is purposefully structured to deliver comprehensive and customized solutions designed around our clients’ unique needs.Learn more at https://matterncapital.com/Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.

Kelly Freeman's Current Company Details
Mattern Capital Management

Mattern Capital Management

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Investment Manager at Mattern Capital Management
Kelly Freeman Work Experience Details
  • Mattern Capital Management
    Investment Manager
    Mattern Capital Management Dec 2022 - Present
    Lakewood, Colorado, Us
    View
  • Creative Planning
    Complex Options Strategies Investment Manager
    Creative Planning Jun 2019 - Feb 2022
    Overland Park, Kansas, Us
    View
  • Creative Planning
    Investment Manager
    Creative Planning Apr 2018 - Jun 2019
    Overland Park, Kansas, Us
    View
  • Mariner Holdings
    Trading Associate
    Mariner Holdings Feb 2017 - Mar 2018
    Overland Park, Ks, Us
    View
  • Travelers
    Claim Professional
    Travelers Feb 2016 - Feb 2017
    New York, Ny, Us
    View

Kelly Freeman Skills

Event Planning Leadership Microsoft Office Teamwork Microsoft Word Public Relations Powerpoint Social Media Communication Social Networking Microsoft Excel Public Speaking Event Management Research Time Management Customer Service Social Media Marketing

Kelly Freeman Education Details

  • The University Of Kansas
    The University Of Kansas
    Economics
  • Unsw
    Unsw
    Economics

Frequently Asked Questions about Kelly Freeman

What company does Kelly Freeman work for?

Kelly Freeman works for Mattern Capital Management

What is Kelly Freeman's role at the current company?

Kelly Freeman's current role is Investment Manager at Mattern Capital Management.

What is Kelly Freeman's email address?

Kelly Freeman's email address is kf****@****ond.com

What schools did Kelly Freeman attend?

Kelly Freeman attended The University Of Kansas, Unsw.

What are some of Kelly Freeman's interests?

Kelly Freeman has interest in Children, Economic Empowerment, Politics, Education, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture.

What skills is Kelly Freeman known for?

Kelly Freeman has skills like Event Planning, Leadership, Microsoft Office, Teamwork, Microsoft Word, Public Relations, Powerpoint, Social Media, Communication, Social Networking, Microsoft Excel, Public Speaking.

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