Matthew Kadnar, Cfa

Matthew Kadnar, Cfa Email and Phone Number

Chief Revenue Officer | Nebo Wealth @ Nebo Wealth
Boston, MA, US
Matthew Kadnar, Cfa's Location
Boston, Massachusetts, United States, United States
About Matthew Kadnar, Cfa

Matthew Kadnar, Cfa is a Chief Revenue Officer | Nebo Wealth at Nebo Wealth.

Matthew Kadnar, Cfa's Current Company Details
Nebo Wealth

Nebo Wealth

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Chief Revenue Officer | Nebo Wealth
Boston, MA, US
Website:
nebowealth.com
Employees:
6
Matthew Kadnar, Cfa Work Experience Details
  • Nebo Wealth
    Chief Revenue Officer | Nebo Wealth
    Nebo Wealth
    Boston, Ma, Us
  • Nebo Wealth
    Sales Lead | Nebo Wealth
    Nebo Wealth Sep 2022 - Present
    Boston, Massachusetts, United States
    Nebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.The result? Personalized portfolios with just a few clicks that are 100% in sync with your clients’ financial goals and objectives. It’s simply a better way to serve your clients. And… Show more Nebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.The result? Personalized portfolios with just a few clicks that are 100% in sync with your clients’ financial goals and objectives. It’s simply a better way to serve your clients. And there’s nothing else like it in the industry today.Welcome to Nebo Wealth. The perfect fit portfolio for each client. See how Nebo Wealth can help you create personalized portfolios at scale. Schedule a demo today at nebowealth.com.Nebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co, LLC. Show less
  • Gmo
    Partner And Portfolio Manager
    Gmo Jul 2004 - Present
    Boston, Massachusetts, United States
    Asset Allocation TeamMulti-Asset and Asset Allocation Class SolutionsLiquid Alternatives SolutionsPortfolio Manager GMO Multi-Strategy Hedge FundPortfolio Manager GMO Alternative Allocation Fund
  • Putnam Investments
    Senior Vice President, Consultant Relations/Investment Specialist
    Putnam Investments Nov 2000 - Jul 2004
    Boston, Massachusetts, United States
  • Lpl Financial
    Associate General Counsel
    Lpl Financial Mar 1999 - Nov 2000
    Boston, Massachusetts, United States

Matthew Kadnar, Cfa Education Details

Frequently Asked Questions about Matthew Kadnar, Cfa

What company does Matthew Kadnar, Cfa work for?

Matthew Kadnar, Cfa works for Nebo Wealth

What is Matthew Kadnar, Cfa's role at the current company?

Matthew Kadnar, Cfa's current role is Chief Revenue Officer | Nebo Wealth.

What schools did Matthew Kadnar, Cfa attend?

Matthew Kadnar, Cfa attended Boston College, Saint Louis University, Archbishop Moeller High School.

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