Director Of Client Relations And New Business Development
Current
Jan 2022 - Present
AeroLeads people directory · profile
Matthew Sopher, Cfp® Email & Phone Number
Director of Client Relations and New Business Development
at
Sopher Financial Group
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Client Relations and New Business Development
Location
Bradley Beach, New Jersey, United States
Company size
Who is Matthew Sopher, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Sopher, Cfp® is listed as Director of Client Relations and New Business Development at Sopher Financial Group, a company with 2 employees, based in Bradley Beach, New Jersey, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Matthew Sopher, Cfp®.
Matthew Sopher, Cfp® previously worked as Family Office Associate at Kb Financial Companies, Llc and Assistant Vice President, Global Investment Office at Morgan Stanley. Matthew Sopher, Cfp® holds Master'S Degree (Msf), Finance from Villanova University.
Company email context
Email format at Sopher Financial Group
This section adds company-level context without repeating Matthew Sopher, Cfp®'s masked contact details.
*@morganstanley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Matthew Sopher, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Matthew Sopher, Cfp®
Matthew Sopher, Cfp® is a Director of Client Relations and New Business Development at Sopher Financial Group. He possess expertise in finance, microsoft excel, microsoft word, leadership, financial analysis and 19 more skills.
Listed skills include Finance, Microsoft Excel, Microsoft Word, Leadership, and 20 others.
Current workplace
Matthew Sopher, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Sopher Financial Group
9 roles
Matthew Sopher, Cfp® work experience
A career timeline built from the work history available for this profile.
Family Office Associate
Sep 2021 - Jan 2022
Assistant Vice President, Global Investment Office
Jan 2020 - Sep 2021
Associate, Global Investment Office
Jan 2019 - Jan 2020
Analyst, Global Investment Office
Mar 2018 - Jan 2019
Financial Analyst - Financial Leadership Development Program
Jun 2017 - Mar 2018
Finance Lab Intern
Sep 2016 - May 2017
Internal Audit Intern
Quest Diagnostics
May 2015 - Aug 2015
Financial Advisor Intern
Jun 2014 - Aug 2014
2 education records
Matthew Sopher, Cfp® education
Master'S Degree (Msf), Finance
Bachelor Of Business Administration (B.B.A.), Finance
FAQ
Frequently asked questions about Matthew Sopher, Cfp®
Quick answers generated from the profile data available on this page.
What company does Matthew Sopher, Cfp® work for?
Matthew Sopher, Cfp® works for Sopher Financial Group.
What is Matthew Sopher, Cfp®'s role at Sopher Financial Group?
Matthew Sopher, Cfp® is listed as Director of Client Relations and New Business Development at Sopher Financial Group.
What is Matthew Sopher, Cfp®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Matthew Sopher, Cfp® at Sopher Financial Group.
Where is Matthew Sopher, Cfp® based?
Matthew Sopher, Cfp® is based in Bradley Beach, New Jersey, United States while working with Sopher Financial Group.
What companies has Matthew Sopher, Cfp® worked for?
Matthew Sopher, Cfp® has worked for Sopher Financial Group, Kb Financial Companies, Llc, Morgan Stanley, Quest Diagnostic, and Villanova School Of Business.
How can I contact Matthew Sopher, Cfp®?
You can use AeroLeads to view verified contact signals for Matthew Sopher, Cfp® at Sopher Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Matthew Sopher, Cfp® attend?
Matthew Sopher, Cfp® holds Master'S Degree (Msf), Finance from Villanova University.
What skills is Matthew Sopher, Cfp® known for?
Matthew Sopher, Cfp® is listed with skills including Finance, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, Financial Planning, Excel Models, and Customer Service.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial