Matthew White, Cfa®

Matthew White, Cfa® Email and Phone Number

CEO at Storefront @ Storefront
Matthew White, Cfa®'s Location
Scottsdale, Arizona, United States, United States
Matthew White, Cfa®'s Contact Details

Matthew White, Cfa® personal email

n/a

Matthew White, Cfa® phone numbers

About Matthew White, Cfa®

Hi there! I lead a company named Storefront and we help wealth & insurance teams across the US make their reporting more understandable and transparent to clients.Prior to founding Storefront, I worked as a Senior Investment Analyst at CAPTRUST, and previously at MRA Associates, which merged with CAPTRUST in 2020. I started my career in finance as an Analyst at Wells Fargo and subsequently worked at MetLife Securities before working with private placement insurance transactions at Arthur J. Gallagher & Co.I'm a CFA® Charterholder and serve on the Board of Directors for CFA Society Phoenix as well as the Finance Committee for Scottsdale Leadership. I received a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University.I live in Phoenix with my wife and daughter and enjoy getting outside and being active, often with F3.

Matthew White, Cfa®'s Current Company Details
Storefront

Storefront

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CEO at Storefront
Matthew White, Cfa® Work Experience Details
  • Storefront
    Chief Executive Officer
    Storefront Feb 2022 - Present
    Phoenix, Az, Us
    View
  • Captrust
    Partner | Senior Investment Analyst
    Captrust Nov 2020 - Feb 2022
    Raleigh, Nc, Us
    View
  • Mra Associates
    Investment Analyst
    Mra Associates Jan 2016 - Nov 2020
  • Arthur J. Gallagher & Co.
    Investment Analyst
    Arthur J. Gallagher & Co. Jul 2012 - Dec 2015
    Rolling Meadows, Il, Us
    View
  • Wells Fargo
    Loan Analyst
    Wells Fargo Jun 2009 - Oct 2011
    San Francisco, California, Us
    View

Matthew White, Cfa® Skills

Portfolio Management Financial Analysis Asset Managment Investments Financial Services Wealth Management Series 7 Series 66 Securities Insurance Hedge Funds Mutual Funds Equities Mortgage Lending Visual Basic Python Sql Morningstar

Matthew White, Cfa® Education Details

  • W. P. Carey School Of Business – Arizona State University
    W. P. Carey School Of Business – Arizona State University
    Finance

Frequently Asked Questions about Matthew White, Cfa®

What company does Matthew White, Cfa® work for?

Matthew White, Cfa® works for Storefront

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

Matthew White, Cfa®'s current role is CEO at Storefront.

What is Matthew White, Cfa®'s email address?

Matthew White, Cfa®'s email address is ma****@****ors.com

What is Matthew White, Cfa®'s direct phone number?

Matthew White, Cfa®'s direct phone number is +160246*****

What schools did Matthew White, Cfa® attend?

Matthew White, Cfa® attended W. P. Carey School Of Business – Arizona State University.

What are some of Matthew White, Cfa®'s interests?

Matthew White, Cfa® has interest in Investing, Spending Time With My Wife, Reading The Bible, The Bible, Writing Music, My Wife, Running, The Ocean.

What skills is Matthew White, Cfa® known for?

Matthew White, Cfa® has skills like Portfolio Management, Financial Analysis, Asset Managment, Investments, Financial Services, Wealth Management, Series 7, Series 66, Securities, Insurance, Hedge Funds, Mutual Funds.

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