Matthew D. Kane Email and Phone Number
Matthew D. Kane work email
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Matthew D. Kane personal email
Matthew D. Kane phone numbers
Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission.Our wealth management offering includes:Financial planning for individuals and familiesEndowment and foundation consultingInvestment strategy and portfolio managementLegacy and succession planningSecurities offered through Keel Point LLC, member FINRA/SIPC
Compass Ion Advisors, Llc
View- Website:
- compass-ionadvisors.com
- Employees:
- 16
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President | PrincipalCompass Ion Advisors, Llc Dec 2008 - PresentConshohocken, PaOur mission is to discover, plan and invest for what matters most in order to free individuals and families to lead lives of significance, and help institutions effectively support their mission. -
Vice PresidentEge Advisors, Ltd Apr 2006 - Dec 2008
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Area DirectorYoung Life Jan 1996 - Mar 2006 -
Internal WholesalerSei Investments Aug 1993 - Jan 1996
Matthew D. Kane Skills
Matthew D. Kane Education Details
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Business Administration And Management, General
Frequently Asked Questions about Matthew D. Kane
What company does Matthew D. Kane work for?
Matthew D. Kane works for Compass Ion Advisors, Llc
What is Matthew D. Kane's role at the current company?
Matthew D. Kane's current role is President | Principal | AdvisorHelping to free families and individuals to lead lives of significance..
What is Matthew D. Kane's email address?
Matthew D. Kane's email address is mk****@****ors.com
What is Matthew D. Kane's direct phone number?
Matthew D. Kane's direct phone number is +161078*****
What schools did Matthew D. Kane attend?
Matthew D. Kane attended Eastern University.
What skills is Matthew D. Kane known for?
Matthew D. Kane has skills like Wealth Management, Leadership, Management, Insurance, Finance, Fundraising, Asset Management, Public Speaking, Investment Advisory, Entrepreneurship, Financial Analysis.
Who are Matthew D. Kane's colleagues?
Matthew D. Kane's colleagues are Evan Hewitt, Cfp®, Jody Voce, Michael J. Briglia, Cfp®, Mba, Cpa/pfs, Carol Gangewer, George Limbach, Glen Gangewer, Fpqp®, Luke Porter, Cfp®.
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