Profil
Matthew Johnne Syverson is currently the Managing Partner & Senior Wealth Advisor at Sound Stewardship LLC, a position held since 2004.
Formerly, worked as a Financial Associate at Syverson Strege & Co. from 2002 to 2003 and as a Financial Advisor at Ameriprise Financial Services, Inc. from 2000 to 2002.
Completed undergraduate education at the University of Iowa in 1995.
Aktiva positioner av Matt Syverson
| Företag | Position | Start |
|---|---|---|
Sound Stewardship LLC
Sound Stewardship LLC Investment ManagersFinance Provides investment advice | Verkställande Direktör | 2004-01-01 |
Tidigare kända positioner av Matt Syverson
| Företag | Position | Slut |
|---|---|---|
Syverson Strege & Co.
Syverson Strege & Co. Investment ManagersFinance Syverson Strege helps identify client’s goals and objectives, and then develop an investment portfolio to help them meet those goals within their risk tolerance. The firm recommends both active and passive (enhanced index) management strategies in asset classes where they have historically been shown to add consistent value. They follow a strategic process to create and manage a client’s investment portfolio. | Företagsledare/Principal | 2003-12-01 |
Ameriprise Financial Services, Inc. /Washington/
Ameriprise Financial Services, Inc. /Washington/ Investment ManagersFinance Provides financial advisory services | Företagsledare/Principal | 2002-04-01 |
Matt Syversons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
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Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
University of Iowa
University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Syverson Strege & Co.
Syverson Strege & Co. Investment ManagersFinance Syverson Strege helps identify client’s goals and objectives, and then develop an investment portfolio to help them meet those goals within their risk tolerance. The firm recommends both active and passive (enhanced index) management strategies in asset classes where they have historically been shown to add consistent value. They follow a strategic process to create and manage a client’s investment portfolio. | Finance |
Sound Stewardship LLC
Sound Stewardship LLC Investment ManagersFinance Provides investment advice | Finance |
Ameriprise Financial Services, Inc. /Washington/
Ameriprise Financial Services, Inc. /Washington/ Investment ManagersFinance Provides financial advisory services | Finance |
















