AeroLeads people directory · profile
Matthew Stack, Cfp® Email & Phone Number
Founder and Private Wealth Advisor
at
TATRA Wealth Management
1 work email found
@moderawealth.com
1 phone found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Private Wealth Advisor
Location
New York, New York, United States
Company size
Who is Matthew Stack, Cfp®? Overview
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Quick answer
Matthew Stack, Cfp® is listed as Founder and Private Wealth Advisor at TATRA Wealth Management, a company with 1 employees, based in New York, New York, United States. AeroLeads shows a work email signal at moderawealth.com, phone signal with area code 212, and a matched LinkedIn profile for Matthew Stack, Cfp®.
Matthew Stack, Cfp® previously worked as Founder & Personal Wealth Advisor at Tatra Wealth Management and Vice President, Investment Banking at Evercore. Matthew Stack, Cfp® holds Master Of Business Administration (Mba) from Columbia Business School.
Company email context
Email format at TATRA Wealth Management
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*@moderawealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Matthew Stack, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Matthew Stack, Cfp®
My journey to becoming a CERTIFIED FINANCIAL PLANNER™ began with a question – “How well do we direct our lives based on goals and values?” This was a question posed to me while enrolled in Columbia Business School’s Personal Leadership program and led me to uncover my “why”: do impactful work that makes a difference in peoples’ lives, while leading by example to give my children the courage to pursue their own dreams. This culminated in my founding of TATRA Wealth.I combined my passion for finance and personal development to help others gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. As a former college football player, I believe in the importance of a collaborative, team-based approach. I draw on my 15 years of financial services experience to build and implement values-based plans for individuals and families that aim to provide peace of mind. My extensive experience working in investment banking and corporate strategy enables me to share a unique business perspective with entrepreneurs to maximize the potential of their most valuable asset.Outside of work, my wife, Nicole and I reside in Ramsey, NJ with our two sons (Luke and John) and daughter (Natalie). Beyond spending time with family, I enjoy anything that gets me outdoors, including golfing, hiking, and biking. I also serve as a member of the Board of Trustees for St. Nicholas of Myra Orthodox Church in New York City, a parish that my family founded over 100 years ago.Investment advice offered through Integrated Partners, doing business as TATRA Wealth Management, a registered investment advisor.
Listed skills include Business Strategy, Business Valuation, Market Research, Analysis, and 18 others.
Current workplace
Matthew Stack, Cfp®'s current company
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Tatra Wealth Management
9 roles · 17 years
Matthew Stack, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder & Personal Wealth Advisor
CurrentWe work alongside individuals, families, and business owners as they navigate their personal financial journey for a life well-lived. Our mission is to provide education, understanding and financial confidence to those that we serve.Our process, based on fee-only financial planning advice and investment management services, provides individuals with the.
Jan 2022 - Present
Vice President, Investment Banking
Advised public company Boards and management teams who faced shareholder activism and hostile M&A situations
Feb 2020 - Jan 2022
Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™, I assisted clients with all aspects of financial planning including investment management, cash flow planning, debt management, tax planning, risk management and estate planning. Modera is an independent, fee-only wealth management firm with $2.7B of assets under management.
2018 - 2020
~2 yrs
Vice President, Business Development (Start-Up)
Democrasales is a startup marketplace that connects vendors with sales professionals who have relationships with a vendor's target customers. I led business development and finance efforts before merging the company with a Kentucky-based distributor.
2017 - 2018
~1 yr
Finance Director (Market Intelligence Division)
Direct report to CFO and Finance Lead for the $450M Risk Services segment. Managed core financial processes (forecasting, budgeting, month-end close) and evaluated strategic financial decisions related to acquisitions, product innovation and hiring. Also led the finance integration team tasked with building, tracking and reporting on plans to capture $100M.
2015 - 2017
~2 yrs
Manager, Strategy And Corporate Development
S&P Global is a $5B financial data and analytics company with four business lines: S&P Global Market Intelligence, S&P Dow Jones Indices, S&P Ratings and S&P Global Platts.Partnered with executive management on organic and inorganic strategic initiatives while S&P transformed from an information conglomerate to a financial data and analytics.
2011 - 2015
~4 yrs
Investment Banking Analyst
Advised global companies on merger & acquisition and leveraged buyout transactions across the Financial Technology, Consumer Goods, Industrial and Healthcare industries.
2010 - 2011
~1 yr
Investment Banking Analyst
Advised middle-market companies on merger & acquisition and leveraged buyout transactions across the Technology, Healthcare and Industrial industries.
2009 - 2010
~1 yr
2 education records
Matthew Stack, Cfp® education
Master Of Business Administration (Mba)
Columbia Business School
B.A., Financial Economics And Statistics
University Of Rochester
FAQ
Frequently asked questions about Matthew Stack, Cfp®
Quick answers generated from the profile data available on this page.
What company does Matthew Stack, Cfp® work for?
Matthew Stack, Cfp® works for TATRA Wealth Management.
What is Matthew Stack, Cfp®'s role at TATRA Wealth Management?
Matthew Stack, Cfp® is listed as Founder and Private Wealth Advisor at TATRA Wealth Management.
What is Matthew Stack, Cfp®'s email address?
AeroLeads has found 1 work email signal at @moderawealth.com for Matthew Stack, Cfp® at TATRA Wealth Management.
What is Matthew Stack, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Matthew Stack, Cfp® at TATRA Wealth Management.
Where is Matthew Stack, Cfp® based?
Matthew Stack, Cfp® is based in New York, New York, United States while working with TATRA Wealth Management.
What companies has Matthew Stack, Cfp® worked for?
Matthew Stack, Cfp® has worked for Tatra Wealth Management, Evercore, Modera Wealth Management, Democrasales, and S&P Global.
How can I contact Matthew Stack, Cfp®?
You can use AeroLeads to view verified contact signals for Matthew Stack, Cfp® at TATRA Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Matthew Stack, Cfp® attend?
Matthew Stack, Cfp® holds Master Of Business Administration (Mba) from Columbia Business School.
What skills is Matthew Stack, Cfp® known for?
Matthew Stack, Cfp® is listed with skills including Business Strategy, Business Valuation, Market Research, Analysis, Strategy, Research, Microsoft Office, and Leadership.
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