Matthew Stack, Cfp®

Matthew Stack, Cfp® Email and Phone Number

Founder and Private Wealth Advisor @ TATRA Wealth Management
New York, NY, US
Matthew Stack, Cfp®'s Location
New York, New York, United States, United States
Matthew Stack, Cfp®'s Contact Details

Matthew Stack, Cfp® work email

Matthew Stack, Cfp® personal email

Matthew Stack, Cfp® phone numbers

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.

Matthew Stack, Cfp®'s Current Company Details
TATRA Wealth Management

Tatra Wealth Management

View
Founder and Private Wealth Advisor
New York, NY, US
Website:
tatrawealth.com
Employees:
1
Matthew Stack, Cfp® Work Experience Details
  • Tatra Wealth Management
    Founder And Private Wealth Advisor
    Tatra Wealth Management
    New York, Ny, Us
  • Tatra Wealth Management
    Founder & Personal Wealth Advisor
    Tatra Wealth Management Jan 2022 - Present
    We 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 peace of mind to focus on other areas of life most important to them. As a fee-only firm, our compensation is derived entirely from our clients and never in the form of commissions. We also adhere to a fiduciary standard, which legally requires TATRA Wealth to act in the best interest of its clients at all times.Our financial planning services are tailored to meet you where you are in your financial life journey. Whether you are busy raising a family, pursuing a demanding career, running a business, or preparing for retirement, we are here to help manage your increasingly complex finances throughout every phase and stage of your life.Investment advice offered through Integrated Partners, doing business as TATRA Wealth Management, a registered investment advisor.
  • Evercore
    Vice President, Investment Banking
    Evercore Feb 2020 - Jan 2022
    New York, Ny, Us
    Advised public company Boards and management teams who faced shareholder activism and hostile M&A situations
  • Modera Wealth Management
    Financial Advisor
    Modera Wealth Management 2018 - 2020
    Westwood, Nj, Us
    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.
  • Democrasales
    Vice President, Business Development (Start-Up)
    Democrasales 2017 - 2018
    Philadelphia, Pa, Us
    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.
  • S&P Global
    Finance Director (Market Intelligence Division)
    S&P Global 2015 - 2017
    New York, Ny, Us
    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 of synergies related to S&P’s $2.2B acquisition of SNL Financial (S&P's largest acquisition in history).
  • S&P Global
    Manager, Strategy And Corporate Development
    S&P Global 2011 - 2015
    New York, Ny, Us
    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 provider.Initiatives included M&A, performance management, organizational restructuring, product re-positioning and competitive intelligence.
  • Deutsche Bank
    Investment Banking Analyst
    Deutsche Bank 2010 - 2011
    Frankfurt Am Main, Hessen, De
    Advised global companies on merger & acquisition and leveraged buyout transactions across the Financial Technology, Consumer Goods, Industrial and Healthcare industries.
  • Oppenheimer & Co. Inc.
    Investment Banking Analyst
    Oppenheimer & Co. Inc. 2009 - 2010
    New York, Ny, Us
    Advised middle-market companies on merger & acquisition and leveraged buyout transactions across the Technology, Healthcare and Industrial industries.

Matthew Stack, Cfp® Skills

Business Strategy Business Valuation Market Research Analysis Strategy Research Microsoft Office Leadership Business Analysis Process Improvement Team Building Strategic Planning Analytics Forecasting Business Development Team Leadership Project Management Program Management Cross Functional Team Leadership Mergers And Acquisitions Investment Banking Business Process Improvement

Matthew Stack, Cfp® Education Details

  • Columbia Business School
    Columbia Business School
    Master Of Business Administration (Mba)
  • University Of Rochester
    University Of Rochester
    Financial Economics And Statistics

Frequently Asked Questions about Matthew Stack, Cfp®

What company does Matthew Stack, Cfp® work for?

Matthew Stack, Cfp® works for Tatra Wealth Management

What is Matthew Stack, Cfp®'s role at the current company?

Matthew Stack, Cfp®'s current role is Founder and Private Wealth Advisor.

What is Matthew Stack, Cfp®'s email address?

Matthew Stack, Cfp®'s email address is ma****@****lth.com

What is Matthew Stack, Cfp®'s direct phone number?

Matthew Stack, Cfp®'s direct phone number is +121243*****

What schools did Matthew Stack, Cfp® attend?

Matthew Stack, Cfp® attended Columbia Business School, University Of Rochester.

What skills is Matthew Stack, Cfp® known for?

Matthew Stack, Cfp® has skills like Business Strategy, Business Valuation, Market Research, Analysis, Strategy, Research, Microsoft Office, Leadership, Business Analysis, Process Improvement, Team Building, Strategic Planning.

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