Matthew Lapides
Thinking Differently. Bringing Perspective. Head Dog Walker.
- Role
- Founder at Ethos Private Wealth
- Location
- Columbus, GA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Matthew Lapides
Serial entrepreneur using creativity and technical skills to launch, build and operate…
Experience
Founder
Jul 2017 — Present · Miami, FL, US
Education
Lehi
Bac, Finance and Economics
1987 — 1991
Lehigh University
Ba, Finance and Economics
1987 — 1991
College of Financial Planning
CFP, Financial Planning
2004 — 2005
Lehigh University College of Business
BS, Finance
1987 — 1991
Skills
- Investment Strategies
- Alternative Investments
- Private Equity
- Capital Markets
- Series 7
- Fixed Income
- Financial Services
- 401k
- Securities
- Estate Planning
- Portfolio Management
- Finance
- Financial Advisory
- Uniform Combined State Law
- Hedge Funds
- Series 63
- Asset Managment
- Equities
- Executive Management
- High Net Worth Individuals
- Mortgage
- Investment Advisory
- Series 66
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Investment Banking
- Wealth Management Services
- Series 10
- Series 9
- Mortgage Lending
- Management
- Wealth
- Asset Management
- Life, Health and Va
- Investments
- Insurance
- Financial Modeling
- Retirement
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