Matthew D. Kane

Matthew D. Kane Email and Phone Number

President | Principal | AdvisorHelping to free families and individuals to lead lives of significance. @ Compass Ion Advisors, LLC
conshohocken, pennsylvania, united states
Matthew D. Kane's Location
Conshohocken, Pennsylvania, United States, United States
Matthew D. Kane's Contact Details

Matthew D. Kane work email

Matthew D. Kane personal email

n/a
About Matthew D. Kane

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

Matthew D. Kane's Current Company Details
Compass Ion Advisors, LLC

Compass Ion Advisors, Llc

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President | Principal | AdvisorHelping to free families and individuals to lead lives of significance.
conshohocken, pennsylvania, united states
Employees:
16
Matthew D. Kane Work Experience Details
  • Compass Ion Advisors, Llc
    President | Principal
    Compass Ion Advisors, Llc Dec 2008 - Present
    Conshohocken, Pa
    Our 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.
  • Ege Advisors, Ltd
    Vice President
    Ege Advisors, Ltd Apr 2006 - Dec 2008
  • Young Life
    Area Director
    Young Life Jan 1996 - Mar 2006
  • Sei Investments
    Internal Wholesaler
    Sei Investments Aug 1993 - Jan 1996

Matthew D. Kane Skills

Wealth Management Leadership Management Insurance Finance Fundraising Asset Management Public Speaking Investment Advisory Entrepreneurship Financial Analysis

Matthew D. Kane Education Details

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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