![Matt Blake](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Matt Blake is a Portfolio Manager at Capital Investment Counsel, Inc. (Colorado).
Prior to joining Capital Investment Counsel, Mr. Blake worked at Prudential Securities as a Financial Advisor, served as assistant branch manager for Charles Schwab and was a manager of a national sales team for Jackson National Life.
At Capital Investment Counsel, he focuses on portfolio management and client relationships.
Currently he is pursuing his Certified Financial Planner designation.
He is a member of the Financial Planning Association (FPA).
Former positions of Matt Blake
Companies | Position | End |
---|---|---|
Capital Investment Counsel, Inc. (Colorado)
![]() Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Portfolio Manager-Equities | 01/10/2012 |
Jackson National Life Distributors LLC
![]() Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Corporate Officer/Principal | - |
CHARLES SCHWAB | Corporate Officer/Principal | - |
Prudential Securities | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
CHARLES SCHWAB | Finance |
Private companies | 3 |
---|---|
Capital Investment Counsel, Inc. (Colorado)
![]() Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Finance |
Prudential Securities | Finance |
Jackson National Life Distributors LLC
![]() Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Finance |
- Stock Market
- Insiders
- Matt Blake