Matthew Geary brings over 20 years of in-depth equity analysis to Strategic Wealth Partners as a portfolio manager. With a passion for investing and research, Matthew excels at providing value to clients and managing relationships. Detail oriented and analytical, he’s committed to learning about and evaluating new companies and industries. Matthew prides himself on thoughtful team-oriented performance and seeks to elevate SWP’s investment research and provide valuable strategies to clients. His prior experience as a Senior Equity Analyst provides SWP with the fundamental skills and an approach to generate investment opportunities across a wide range of sectors and companies. As a Chartere

Matthew Geary
Portfolio Manager & Research Analyst
Strategic Wealth Partners
United States, Ohio, Cleveland
About Me
Profile Information
Portfolio Manager & Research Analyst
Strategic Wealth Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cleveland
Ohio
United States
Jul 23, 2024
More profiles to browse
ND
Nicholai Deshmukh
Wealth Management Advisor
CS
Colin Symons
Senior Portfolio Manager & Research Analyst
Luke Lloyd
Senior Wealth Advisor & Investment Strategist
MT
Mark Tepper
Managing Partner
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation