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Matthew Lapides

Founder @Ethos Private Wealth

Columbus, GA, US
MOBILE NUMBERS
+14•••••••90

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WORK HISTORY

Jul 2017 — Present

Founder @Ethos Private Wealth

Miami, FL, US

EDUCATION

1987 — 1991

Lehi

Bac, Finance and Economics

1987 — 1991

Lehigh University

Ba, Finance and Economics

2004 — 2005

College of Financial Planning

CFP, Financial Planning

1987 — 1991

Lehigh University College of Business

BS, Finance

SKILLS

Investment StrategiesAlternative InvestmentsPrivate EquityCapital MarketsSeries 7Fixed IncomeFinancial Services401kSecuritiesEstate PlanningPortfolio ManagementFinanceFinancial AdvisoryUniform Combined State LawHedge FundsSeries 63Asset ManagmentEquitiesExecutive ManagementHigh Net Worth IndividualsMortgageInvestment AdvisorySeries 66Asset AllocationBankingMutual FundsRisk ManagementInvestment BankingWealth Management ServicesSeries 10Series 9Mortgage LendingManagementWealthAsset ManagementLife, Health and VaInvestmentsInsuranceFinancial ModelingRetirement

ABOUT MATTHEW LAPIDES

Serial entrepreneur using creativity and technical skills to launch, build and operate…

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