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Matt Schulz, Cfa Email & Phone Number

Portfolio Management and Research Analyst - Associate Director at Heck Capital Advisors
Location: Menomonee Falls, Wisconsin, United States 6 work roles 3 schools
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@wellsfargo.com
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Current company
Heck Capital Advisors
Role
Portfolio Management and Research Analyst - Associate Director
Location
Menomonee Falls, Wisconsin, United States
Company size
31 employees

Who is Matt Schulz, Cfa? Overview

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Quick answer

Matt Schulz, Cfa is listed as Portfolio Management and Research Analyst - Associate Director at Heck Capital Advisors, a with 31 employees, based in Menomonee Falls, Wisconsin, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Matt Schulz, Cfa.

Matt Schulz, Cfa previously worked as VP of Business Development at Aqr Capital Management and Institutional Consultant Relationship Manager at Allspring Global Investments. Matt Schulz, Cfa holds Masters Of Business Administration, Finance, Administration from Washington University In St. Louis.

Company email context

Email format at Heck Capital Advisors

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*@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Matt Schulz, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Matt Schulz, Cfa

Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use by residents of all 50 United States, Puerto Rico, and the District of Columbia.Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker/dealer and Member FINRA). This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. INVESTMENTS: NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE

Current workplace

Matt Schulz, Cfa's current company

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Heck Capital Advisors
Heck Capital Advisors
Portfolio Management and Research Analyst - Associate Director
Menomonee Falls, WI, US
Website
heckcapital.com
Employees
31
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Company profile
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6 roles

Matt Schulz, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Management And Research Analyst - Associate Director

Heck Capital Advisors

Menomonee Falls, Wi, Us

Associate Regional Director

Wells Fargo Asset Management
Sep 2015 - Aug 2019

Financial Representative

Northwestern Mutual
Aug 2014 - Feb 2015

Registered Representative

Axa Advisors
Jan 2012 - Jun 2014
Team & coworkers

Colleagues at Heck Capital Advisors

Other employees you can reach at heckcapital.com. View company contacts for 31 employees →

SR Stevie Radzinski Stevie Radzinski Colleague at Heck Capital AdvisorsRhinelander, Wisconsin, United States View → EF Effie Frank Effie Frank Colleague at Heck Capital AdvisorsGreater Milwaukee, United States View → OS Olivia Stoll, Cfp®, Chfc® Olivia Stoll, Cfp®, Chfc® Colleague at Heck Capital AdvisorsRhinelander, Wisconsin, United States View → OL Otona Lavender Otona Lavender Colleague at Heck Capital AdvisorsRhinelander, Wisconsin, United States View → AE Abigail Edmonds Abigail Edmonds Colleague at Heck Capital AdvisorsMilwaukee, Wisconsin, United States View → DB Donna Blamberg Donna Blamberg Colleague at Heck Capital AdvisorsRhinelander, Wisconsin, United States View → SB Sam Brettingen Sam Brettingen Colleague at Heck Capital AdvisorsWaukesha, Wisconsin, United States View → JD Jessi Dombeck Jessi Dombeck Colleague at Heck Capital AdvisorsRhinelander, Wisconsin, United States View → SH Sue Heck Sue Heck Colleague at Heck Capital AdvisorsPearland, Texas, United States View → HH Heck Heck Heck Heck Colleague at Heck Capital AdvisorsGreater Sydney Area, Australia View →
3 education records

Matt Schulz, Cfa education

Masters Of Business Administration, Finance, Administration

Washington University In St. Louis

Bachelor'S Of Science In Business Administration, Finance, Accounting, Administration

Marquette University

Education record

St. Louis Priory
FAQ

Frequently asked questions about Matt Schulz, Cfa

Quick answers generated from the profile data available on this page.

What company does Matt Schulz, Cfa work for?

Matt Schulz, Cfa works for Heck Capital Advisors.

What is Matt Schulz, Cfa's role at Heck Capital Advisors?

Matt Schulz, Cfa is listed as Portfolio Management and Research Analyst - Associate Director at Heck Capital Advisors.

What is Matt Schulz, Cfa's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Matt Schulz, Cfa at Heck Capital Advisors.

Where is Matt Schulz, Cfa based?

Matt Schulz, Cfa is based in Menomonee Falls, Wisconsin, United States while working with Heck Capital Advisors.

What companies has Matt Schulz, Cfa worked for?

Matt Schulz, Cfa has worked for Heck Capital Advisors, Aqr Capital Management, Allspring Global Investments, Wells Fargo Asset Management, and Northwestern Mutual.

Who are Matt Schulz, Cfa's colleagues at Heck Capital Advisors?

Matt Schulz, Cfa's colleagues at Heck Capital Advisors include Stevie Radzinski, Effie Frank, Olivia Stoll, Cfp®, Chfc®, Otona Lavender, and Abigail Edmonds.

How can I contact Matt Schulz, Cfa?

You can use AeroLeads to view verified contact signals for Matt Schulz, Cfa at Heck Capital Advisors, including work email, phone, and LinkedIn data when available.

What schools did Matt Schulz, Cfa attend?

Matt Schulz, Cfa holds Masters Of Business Administration, Finance, Administration from Washington University In St. Louis.

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