Perry Joseph Mattern
Algemeen Directeur bij Mattern Capital Management LLC
Profiel
Mr. Perry J.
Mattern is a Principal at Mattern Capital Management LLC.
He has over 27 years of finance experience.
Prior to founding Mattern Capital Management, Mr. Mattern served as a Managing Director – Investment Officer and Senior Private Investment Management Portfolio Manager at Wells Fargo Advisors and its predecessor firms for the last 18 years.
Under his leadership, the practice group became one of the firm’s most highly regarded, nationally recognized, wealth management practices in the country, providing ‘Personal CFO’ fiduciary services to high net worth families, successful individuals, and businesses.
He earned his bachelor’s degree in business administration with a major in financial management from the University of North Dakota.
Actieve functies van Perry Joseph Mattern
| Bedrijven | Functie | Begin |
|---|---|---|
Mattern Capital Management LLC
 Mattern Capital Management LLC Investment ManagersFinance Mattern Capital Management LLC (Mattern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lakewood, Colorado. The firm was founded by Perry Mattern in 2019. Mattern Capital manages investment portfolios for individuals, high net worth individuals, trusts, businesses and corporations. | Algemeen Directeur | 01-01-2019 |
Eerdere bekende functies van Perry Joseph Mattern
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01-01-2019 |
Opleiding van Perry Joseph Mattern
| University of North Dakota | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Mattern Capital Management LLC
Mattern Capital Management LLC Investment ManagersFinance Mattern Capital Management LLC (Mattern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lakewood, Colorado. The firm was founded by Perry Mattern in 2019. Mattern Capital manages investment portfolios for individuals, high net worth individuals, trusts, businesses and corporations. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
