Matthew Santangelo
Professional Individual Trustee & Trust Advisor - US Navy Veteran
- Role
- Regional Director at Naval War College Foundation
- Location
- Portsmouth, NH, US
- LinkedIn followers
- 500 followers
About Matthew Santangelo
I have deep expertise advising families with substantial wealth on the formation and…
Experience
Regional Director
Oct 2012 — Present
Increase awareness and secure apolitical funding to support the mission of the United States Naval War College:\"The mission of the U.S. Naval War College is to educate tomorrow’s leaders, inform today’s decision-makers, and engage with allies and partners on all matters of naval power in order to preserve the peace, respond in crisis, and win decisively in war.\"
Education
Barnstable High School
Diploma, College Prep
1979 — 1983
ABA National Graduate Trust School (at Northwestern University)
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management
1993 — 1995
Skidmore College
BA, Government
1983 — 1987
Skills
- Estate Planning
- Investment Strategies
- Alternative Investments
- Fiduciary
- Finance
- Investments
- Portfolio Management
- Trusts
- Due Diligence
- High Net Worth Individuals
- Philanthropy
- Goals Based Planning
- Wealth Management
- Asset Allocation
- Wealth
- Asset Management
- Liquidity Events
- Investment Management
- Wealth Management Services
- Strategic Financial Planning
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