Matt Lowe
Relationship Driven Financial Planning - Building, Preserving & Empowering Wealth
- Role
- Managing Director Member at Greene Wealth Management, Llc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director Member
Jun 2014 — Present · Seattle, WA, US
Provide experienced and objective advice to help guide clients toward achieving the long-term financial goals they value most- Partner with clients in building a strategic framework identifying ways to achieve their hopes and dreams, while protecting against the worries that keep them up at night- Customized financial planning for each client as a guide to accomplish their goals and as a benchmark for progress towards achieving those objectives along the way- Design and implement investment portfolios designed around specific goals and risk preferences of each client. Client portfolios are optimized to align with prudent diversification, manager selection, cost awareness and unique client circumstances- The foundation of my work is based on a partnership with the client that is strengthened by open dialogue, mutual trust, collaboration with other service providers and a shared vision for the life my client\'s truly value.
Education
Linfield University
BS, Finance
2004 — 2008
Skills
- Wealth Management
- Investment Advisory
- Portfolio Management
- Research
- Microsoft Excel
- Mutual Funds
- Asset Allocation
- Risk Management
- Alternative Investments
- Private Equity
- Hedge Funds
- Equities
- Financial Analysis
- Valuation
- Asset Managment
- Retirement Planning
- Financial Modeling
- Investments
- Strategic Financial Planning
- Investment Management
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