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Matthew Wholey, Cfa Email & Phone Number

PolicyPartner at PolicyPartner LLC
Location: Washington, District of Columbia, United States 4 work roles 1 school
1 work email found @capstonedc.com 3 phones found area 858 and 518 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@capstonedc.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
PolicyPartner
Location
Washington, District of Columbia, United States

Who is Matthew Wholey, Cfa? Overview

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Quick answer

Matthew Wholey, Cfa is listed as PolicyPartner at PolicyPartner LLC, based in Washington, District of Columbia, United States. AeroLeads shows a work email signal at capstonedc.com, phone signal with area code 858, 518, and a matched LinkedIn profile for Matthew Wholey, Cfa.

Matthew Wholey, Cfa previously worked as Founder at Policypartner Llc and Founder at Brookland Ventures. Matthew Wholey, Cfa holds Bachelor Of Business Administration (Bba), Finance, Economics from Gatton College Of Business And Economics.

Company email context

Email format at PolicyPartner LLC

This section adds company-level context without repeating Matthew Wholey, Cfa's masked contact details.

*@capstonedc.com
68% confidence

AeroLeads found 1 current-domain work email signal for Matthew Wholey, Cfa. Compare company email patterns before reaching out.

Profile bio

About Matthew Wholey, Cfa

Matthew Wholey, Cfa is a PolicyPartner at PolicyPartner LLC. He possess expertise in regulatory affairs, policy analysis, equity research, credit analysis, investments and 17 more skills.

Listed skills include Regulatory Affairs, Policy Analysis, Equity Research, Credit Analysis, and 18 others.

Current workplace

Matthew Wholey, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

PolicyPartner LLC
Policypartner Llc
PolicyPartner
AeroLeads page
4 roles

Matthew Wholey, Cfa work experience

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

Founder

Current

Washington, District Of Columbia, Us

PolicyPartner offers resources to best understand emerging and complex regulatory change.https://www.policypartnerdc.com/

Jun 2021 - Present

Founder

Current
Brookland Ventures
May 2021 - Present

Director, Institutional Sales

Washington, Dc, Us

Jan 2020 - May 2021

Vice President, Institutional Sales

Washington, Dc, Us

Provided policy analysis and regulatory research to world's largest institutional investors. Communicated and created actionable investment ideas where primary catalyst was regulatory change. Deep working knowledge of a broad spectrum of policy and regulation impacting US listed companies: healthcare, financial services, power, telecom, internet/privacy, rulemakings, legislation and local politics in California, Ohio and Puerto Rico.

Aug 2013 - Jan 2020
1 education record

Matthew Wholey, Cfa education

  • Gatton College Of Business And Economics
    Gatton College Of Business And Economics
    Economics
FAQ

Frequently asked questions about Matthew Wholey, Cfa

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

What company does Matthew Wholey, Cfa work for?

Matthew Wholey, Cfa works for PolicyPartner LLC.

What is Matthew Wholey, Cfa's role at PolicyPartner LLC?

Matthew Wholey, Cfa is listed as PolicyPartner at PolicyPartner LLC.

What is Matthew Wholey, Cfa's email address?

AeroLeads has found 1 work email signal at @capstonedc.com for Matthew Wholey, Cfa at PolicyPartner LLC.

What is Matthew Wholey, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 858, 518 for Matthew Wholey, Cfa at PolicyPartner LLC.

Where is Matthew Wholey, Cfa based?

Matthew Wholey, Cfa is based in Washington, District of Columbia, United States while working with PolicyPartner LLC.

What companies has Matthew Wholey, Cfa worked for?

Matthew Wholey, Cfa has worked for Policypartner Llc, Brookland Ventures, and Capstone Llc.

How can I contact Matthew Wholey, Cfa?

You can use AeroLeads to view verified contact signals for Matthew Wholey, Cfa at PolicyPartner LLC, including work email, phone, and LinkedIn data when available.

What schools did Matthew Wholey, Cfa attend?

Matthew Wholey, Cfa holds Bachelor Of Business Administration (Bba), Finance, Economics from Gatton College Of Business And Economics.

What skills is Matthew Wholey, Cfa known for?

Matthew Wholey, Cfa is listed with skills including Regulatory Affairs, Policy Analysis, Equity Research, Credit Analysis, Investments, Leadership, Ethics, and Sales.

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