Matt Kodish
Client Service Associate @Lrg Wealth Advisors - A Hightower Advisors Advisory Team
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WORK HISTORY
Client Service Associate @Lrg Wealth Advisors - A Hightower Advisors Advisory Team
New York, NY, US
EDUCATION
Penn State University
Bachelor of Science - BS, Economics
ABOUT MATT KODISH
As a Specialized Services Associate at Vanguard, one of the world\'s largest investment management companies, I am responsible for providing exceptional client service to our executive-level clients. I leverage my strong analytical skills, passion for market analysis, and dedication to detail-oriented research to deliver high-quality solutions to meet the diverse needs of our clients. I graduated from Penn State University with a Bachelor of Science in Economics while also obtaining a Business Fundamentals certificate from the Penn State Smeal School of Business. I am currently licensed with the Series 6 and Series 63 licenses from FINRA, and pursuing a CFA designation. I am eager to apply my knowledge and skills to contribute to the success of Vanguard while furthering my personal and professional growth.
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