Matt Medeiros

Chief Executive Officer at Institute for Wealth Management LLC

59 year

Finance

Consumer Services

Profile

Matthew Douglas Medeiros is the founder and Chief Executive Officer of Institute for Wealth Management LLC since 2003.
He is currently the Secretary, Director & Chief Investment Officer at Institute for Wealth Holdings, Inc. since 2016.
Dr. Medeiros holds a doctorate degree from Concordia University and undergraduate, graduate, and MBA degrees from LaSalle University.

Matt Medeiros active positions

Companies	Position	Start
Institute for Wealth Management LLC Institute for Wealth Management LLC Investment ManagersFinance Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP.	Chief Executive Officer	01/01/2003
Institute for Wealth Holdings, Inc. Institute for Wealth Holdings, Inc. Investment ManagersFinance Institute for Wealth Holdings, Inc. operates a dual investment advisor platform to recruit and train associate investment advisers and investment advisory representatives. The company was founded by Dewey M. Moore, Jr. in 2008 and is headquartered in Dallas, TX.	Chief Investment Officer	01/09/2016

All active positions of Matt Medeiros

Training of Matt Medeiros

LaSalle University	Graduate Degree
Concordia University	Doctorate Degree

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Linked companies

Private companies	2
Institute for Wealth Management LLC Institute for Wealth Management LLC Investment ManagersFinance Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP.	Finance
Institute for Wealth Holdings, Inc. Institute for Wealth Holdings, Inc. Investment ManagersFinance Institute for Wealth Holdings, Inc. operates a dual investment advisor platform to recruit and train associate investment advisers and investment advisory representatives. The company was founded by Dewey M. Moore, Jr. in 2008 and is headquartered in Dallas, TX.	Finance