AeroLeads people directory · profile
Matt Redmond, Cfa Email & Phone Number
Vice President and Money Manager, Board Member
at
First State Investment Advisors, Inc.
4 phones found
area 918
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President and Money Manager, Board Member
Location
Tulsa, Oklahoma, United States
Company size
Who is Matt Redmond, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matt Redmond, Cfa is listed as Vice President and Money Manager, Board Member at First State Investment Advisors, Inc., a company with 3 employees, based in Tulsa, Oklahoma, United States. AeroLeads shows phone signal with area code 918 and a matched LinkedIn profile for Matt Redmond, Cfa.
Matt Redmond, Cfa previously worked as Vice President & Money Manager, Board Member at First State Investment Advisors, Inc. and Investment Analyst at First State Investment Advisors, Inc.. Matt Redmond, Cfa holds Bachelor Of Science (B.S.), Finance, 3.82 Gpa from Oral Roberts University.
Company email context
Email format at First State Investment Advisors, Inc.
This section adds company-level context without repeating Matt Redmond, Cfa's masked contact details.
First State Investment Advisors, Inc.
Review company-level records connected to Matt Redmond, Cfa before choosing the right outreach path.
Profile bio
About Matt Redmond, Cfa
I have a passion for helping individuals discover the freedom of financial independence. As a financial advisor, my goal with every client is to optimize their financial lives by finding the balance between minimizing years to financial independence and maximizing fulfillment in life today. By identifying the unique experiences and goals that bring the greatest joy and meaning to each client, I can work with them to allocate their financial resources in a way that maximizes their life satisfaction while also establishing their financial security.As an investment advisor, I specialize in building my clients high-quality investment portfolios custom-tailored to meet their long-term growth objectives while carefully managing their risk. Through many years of practice and thorough study, I have found that the best performing portfolios for real world clients are those composed of the highest quality companies that have both the competitive edge to continue growing and the financial strength to weather downturns. By diversifying across the leaders in each economic sector, my clients are able to confidently remain invested during crises that otherwise may have sparked panic selling and market anxiety, thereby avoiding the fear-induced performance drag that plagues so many individual investors. This strategy has consistently accomplished the goal of meeting growth objectives while minimizing risk.
Listed skills include Finance, Accounting, Public Speaking, Leadership, and 29 others.
Current workplace
Matt Redmond, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
First State Investment Advisors, Inc.
10 roles
Matt Redmond, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President & Money Manager, Board Member
Current
Aug 2017 - Present
Investment Analyst
Reviewed the manager's investment process and goals and developed models to perform the fundamental bottom-up equity analysis used in making investment decisions. Performed the company-specific research used in these fundamental models to forecast equity values and to make the investment decisions used in managing client's portfolios. Created tools to.
Jun 2015 - Jul 2017
Financial Analyst
Worked with the finance manager in analyzing internal and external factors that would impact the management of the business. This included performing market research, company cash flow modeling, revenue and expense analysis, peer comparison analysis, customer credit analysis, and industry and economic trend analysis. These analyses were used by the.
Jun 2013 - May 2015
Investor Relations Intern
Worked with the investor relations team in preparing projects and presentations that were used by the executive team in both their meetings with investors and their internal business decisions. This included performing market research that was compiled into a weekly market intelligence report, building a database used to track and analyze trends in.
May 2012 - May 2013
Internal Audit Intern
Assisted the auditing team in testing a variety of business processes, performing administrative tasks, and making basic improvements to the organization of the auditing workflow. Created an organizational planning calendar that enabled the Director of Internal Audit to visually map out the team's projects, trips, and primary objectives on a quarterly.
Feb 2012 - May 2012
Honors Research Assistant
Jan 2011 - Feb 2012
Accountant
Performed a large portion of the company's accounting work using QuickBooks. This included running payroll on a monthly basis, filing state and federal taxes, reconciling bank statements, and preparing financial reports for the company.
Jan 2009 - Dec 2011
Coppersmith Apprentice
Architectural Roofing & Sheet Metal
Served as an apprentice to the master coppersmith, learning the trade of coppersmithing, particularly in the areas of copper roofing and architectural ornaments. Assisted in the creation and installation of copper cupolas, finials, gutters, downspouts, vents, and roofing sheets, as well as in the general upkeep of the shop and equipment.
Sep 2010 - Dec 2010
Tax Accountant Intern
Dp Financial & Tax
Assisted with the development and implementation of a telemarketing program through which the company was able to add a number of new clients. Researched various tax and accounting topics for the lead accountants. Gained exposure to small business accounting, taxes, consulting, and client management in working with the team on a variety of projects.
May 2010 - Aug 2010
2 education records
Matt Redmond, Cfa education
Bachelor Of Science (B.S.), Finance, 3.82 Gpa
4.0 Gpa
Victory High School
FAQ
Frequently asked questions about Matt Redmond, Cfa
Quick answers generated from the profile data available on this page.
What company does Matt Redmond, Cfa work for?
Matt Redmond, Cfa works for First State Investment Advisors, Inc..
What is Matt Redmond, Cfa's role at First State Investment Advisors, Inc.?
Matt Redmond, Cfa is listed as Vice President and Money Manager, Board Member at First State Investment Advisors, Inc..
What is Matt Redmond, Cfa's phone number?
AeroLeads has found 4 phone signal(s) with area code 918 for Matt Redmond, Cfa at First State Investment Advisors, Inc..
Where is Matt Redmond, Cfa based?
Matt Redmond, Cfa is based in Tulsa, Oklahoma, United States while working with First State Investment Advisors, Inc..
What companies has Matt Redmond, Cfa worked for?
Matt Redmond, Cfa has worked for First State Investment Advisors, Inc., Helmerich & Payne, Oral Roberts University, Redmond Leadership Institute - Center For Leadership, Accelerated Growth And Value Creation, and Architectural Roofing & Sheet Metal.
How can I contact Matt Redmond, Cfa?
You can use AeroLeads to view verified contact signals for Matt Redmond, Cfa at First State Investment Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Matt Redmond, Cfa attend?
Matt Redmond, Cfa holds Bachelor Of Science (B.S.), Finance, 3.82 Gpa from Oral Roberts University.
What skills is Matt Redmond, Cfa known for?
Matt Redmond, Cfa is listed with skills including Finance, Accounting, Public Speaking, Leadership, Financial Analysis, Microsoft Office, Microsoft Excel, and Powerpoint.
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