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Matt West, Cfa Email & Phone Number

Investment Consultant at Chatham Financial
Location: Charlotte, North Carolina, United States 4 work roles 5 schools
1 work email found @capital-invest.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@capital-invest.com
LinkedIn Profile matched
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Current company
Chatham Financial
Role
Investment Consultant
Location
Charlotte, North Carolina, United States
Company size
67 employees

Who is Matt West, Cfa? Overview

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Quick answer

Matt West, Cfa is listed as Investment Consultant at Chatham Financial, a company with 67 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at capital-invest.com and a matched LinkedIn profile for Matt West, Cfa.

Matt West, Cfa previously worked as Director of Analytics - Carolina's Index at Capital Investment Companies and Securities Trading Officer at Capital Investment Companies. Matt West, Cfa holds Master Of Business Administration - Mba from Duke University - The Fuqua School Of Business.

Company email context

Email format at Chatham Financial

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

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Profile bio

About Matt West, Cfa

Highly motivated finance professional with an MBA (Duke '24) and CFA seeking financial services role in Charlotte area. Strong analytics, capital markets, & financial modeling skills. Proven ability to collaborate & drive growth. Eager to leverage expertise in financial analysis to unlock value for a forward-thinking organization.

Listed skills include Microsoft Excel, Social Media, Microsoft Office, Public Speaking, and 8 others.

Current workplace

Matt West, Cfa's current company

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

Chatham Financial
Chatham Financial
Investment Consultant
Charlotte, NC, US
Website
capital-invest.com
Employees
67
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Company profile
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4 roles

Matt West, Cfa work experience

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

Director Of Analytics - Carolina'S Index

Current
Capital Investment Companies
  • Analyzed data and trends for Carolinas Index (an equal-weighted index) and qualified firms eligibility for inclusion
  • Track companies headquartered in North and South Carolina that have a market capitalization $150 million at minimum. Issues generated quarterly and used for marketing and benchmarking purposes
  • Compile and publish the Top NC Public Companies List in Business North Carolina (readership: 116,000)
May 2018 - Present

Securities Trading Officer

Capital Investment Companies

Raleigh, North Carolina

Brokerage, Counsel, and Advisory Syndicate Trading -Equities, Options, AlternativesDTC Settlement - Interval Funds, Bonds, Alternatives UIT Builds, Equity Research, Block Trading

May 2017 - May 2019

Financial Analyst - Ventures & Acquistions

Liberty Healthcare Management

Wilmington, North Carolina Area

  • Invested across various real estate projects during tenure at a profitable return by building comprehensive financial models for development & acquisitions
  • Created pitch decks presented to capital partners highlighting project finances, competitor landscape, market demographics, and management projections for long-term returns. Included financial models and dashboards
  • Analyzed strategic objectives (buyouts, acquisitions) and created risk-mitigating hedging programs
  • Worked with various internal teams outside of finance (HR, operations, strategy, nursing management) to streamline their operations through template development, saving them an average of 2 hours a week
  • Managed debt portfolio and corporate level buyout options relative to current operations
  • Assessed potential acquisitions and assisted in integration analysis through collaboration with development teams
May 2016 - Aug 2023
Team & coworkers

Colleagues at Chatham Financial

Other employees you can reach at capital-invest.com. View company contacts for 67 employees →

FL Friedrich Lucas Friedrich Lucas Colleague at Chatham Financial Beverly Hills, California, United States, United States View → WP Wang Peter Wang Peter Colleague at Chatham Financial Nigeria, Nigeria View → GO Gaetano Onorio Gaetano Onorio Colleague at Chatham Financial Danvers, Massachusetts, United States, United States View → TE Talbert Edenfield, Cfp, Mba Talbert Edenfield, Cfp, Mba Colleague at Chatham Financial Rincon, Georgia, United States, United States View → CC Cecil Creasy Cecil Creasy Colleague at Chatham Financial Wilmington, North Carolina, United States, United States View → SA Siti Ahmad Siti Ahmad Colleague at Chatham Financial Subang Jaya, Selangor, Malaysia, Malaysia View → MC Marshall Culp Marshall Culp Colleague at Chatham Financial Raleigh-Durham-Chapel Hill Area, United States View → RK Richard K. Bryant Richard K. Bryant Colleague at Chatham Financial Raleigh, North Carolina, United States, United States View → EG Emily Guthrie Emily Guthrie Colleague at Chatham Financial Morehead City, North Carolina, United States, United States View → JL Jill Labardi Jill Labardi Colleague at Chatham Financial Charlotte, North Carolina, United States, United States View →
5 education records

Matt West, Cfa education

Bachelor'S Degree

Wake Forest University

Activities and Societies: Kappa Alpha Order Co-Treasurer Entrepreneurship Society Logistics Director-TEDX Wake Forest University Executive.

High School

North Raleigh Christian Academy

Activities and Societies: Debate Team-President Varsity Wrestling (1 year) Varsity Football (3 years) Ducks Unlimited-President National.

FAQ

Frequently asked questions about Matt West, Cfa

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

What company does Matt West, Cfa work for?

Matt West, Cfa works for Chatham Financial.

What is Matt West, Cfa's role at Chatham Financial?

Matt West, Cfa is listed as Investment Consultant at Chatham Financial.

What is Matt West, Cfa's email address?

AeroLeads has found 1 work email signal at @capital-invest.com for Matt West, Cfa at Chatham Financial.

Where is Matt West, Cfa based?

Matt West, Cfa is based in Charlotte, North Carolina, United States while working with Chatham Financial.

What companies has Matt West, Cfa worked for?

Matt West, Cfa has worked for Chatham Financial, Capital Investment Companies, and Liberty Healthcare Management.

Who are Matt West, Cfa's colleagues at Chatham Financial?

Matt West, Cfa's colleagues at Chatham Financial include Friedrich Lucas, Wang Peter, Gaetano Onorio, Talbert Edenfield, Cfp, Mba, and Cecil Creasy.

How can I contact Matt West, Cfa?

You can use AeroLeads to view verified contact signals for Matt West, Cfa at Chatham Financial, including work email, phone, and LinkedIn data when available.

What schools did Matt West, Cfa attend?

Matt West, Cfa holds Master Of Business Administration - Mba from Duke University - The Fuqua School Of Business.

What skills is Matt West, Cfa known for?

Matt West, Cfa is listed with skills including Microsoft Excel, Social Media, Microsoft Office, Public Speaking, Entrepreneurship, Research, Time Management, and Management.

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