Matt Gunter
Director of Advisor Services @Shelton Capital Management
Denver, CO, US
EMAILS
m••••••@sheltoncap.com
MOBILE NUMBERS
+18•••••••11
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WORK HISTORY
Oct 2021 — Present
Director of Advisor Services @Shelton Capital Management
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Denver, CO, US
I support, educate and inform RIAs, Family Offices, Banks Trusts and Institutions who take a critical approach with how they invest and allocate capital.
EDUCATION
1993 — 1997
University of Missouri
B.A, History
SKILLS
InvestmentsSeparately Managed AccountsEquitiesFinancial AdvisoryAsset ManagementSeries 7Fixed IncomeFinancial ServicesSeries 63FinanceAsset AllocationMutual FundsSalesSeries 6, 7, 63, 65Business DevelopmentWealth Management
ABOUT MATT GUNTER
Executive SummaryClient facing sales professional with 20 years of success in the financial services industry. An established network and in-depth understanding of the RIA channel including relationships among Family Offices, Bank Trusts and Wire Houses.
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