
Matthew Roach
CFA and Chief Investment Strategist, Vice President
ambwealth
United States, Florida, Tallahassee
About Me
Matthew J. Roach CFA®, MBA serves as Vice President, Director of Portfolio Management and Chief Investment Strategist for AMB Wealth. Mr. Roach is a CFA Charter holder, Licensed research Analyst, General Securities Representative, Operations Specialist, and Register Investment Advisor. Mr. Roach has been in the wealth management/investment advisory business for 13 years. Prior to joining AMB, Mr. Roach served as the Director of Portfolio Management and Investment Strategist for Eastover Investment Advisors, LLC out of Charlotte, North Carolina from 2011-2015. Mr. Roach is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals. Mr. Roach holds a BBA in Fi
Profile Information
CFA and Chief Investment Strategist, Vice President
ambwealth
Investment Team
Investor
Multi-Family Office
Tallahassee
Florida
United States
May 15, 2024
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