Profile
Matthew Montella worked as a Financial Analyst at The Harvest Group Wealth Management LLC from 2016 to 2023.
He completed his undergraduate degree from Stony Brook University in 2016.
Former positions of Matthew Montella
| Companies | Position | End |
|---|---|---|
The Harvest Group Wealth Management LLC
 The Harvest Group Wealth Management LLC Investment ManagersFinance The Harvest Group Wealth Management LLC (The Harvest Group) is an investment management firm headquartered in Waltham, Massachusetts. The firm was founded by Roger H. Ingwersen in 2016 and was acquired in 2023 by Allworth Financial LP, a subsidiary of Allworth Financial Group LP. The Harvest Group provides individual and family wealth management to individuals, families and family businesses. | Analyst-Equity | 31/08/2023 |
Training of Matthew Montella
| Stony Brook University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
The Harvest Group Wealth Management LLC
The Harvest Group Wealth Management LLC Investment ManagersFinance The Harvest Group Wealth Management LLC (The Harvest Group) is an investment management firm headquartered in Waltham, Massachusetts. The firm was founded by Roger H. Ingwersen in 2016 and was acquired in 2023 by Allworth Financial LP, a subsidiary of Allworth Financial Group LP. The Harvest Group provides individual and family wealth management to individuals, families and family businesses. | Finance |
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