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Career history of Matthew Montella
Former positions of Matthew Montella
Companies | Position | Start | 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 | 30/09/2016 | 31/08/2023 |
Training of Matthew Montella
Stony Brook University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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