Profile
Matthew Mohlman is currently the President at Monument Ventures, Inc. He previously worked as a Compliance Officer at AFA Financial, Inc. from 2007 to 2008.
He also held positions as Principal at Interactive Brokers Group, Inc. and Vice President at Astor Asset Management LLC.
Mr. Mohlman received his undergraduate degree from Xavier University in 1998 and his graduate degree from American University.
He also received a graduate degree from Texas A&M University in 2001.
Matthew Mohlman active positions
| Companies | Position | Start |
|---|---|---|
Monument Ventures, Inc.
 Monument Ventures, Inc. Financial ConglomeratesFinance Monument Ventures, Inc. was founded in 2021 and is based in Carmel, IN. The company offers Monument Legacy, a Donor Advised Fund that allows individuals to align their investment portfolios with their philanthropic goals. The company has attracted finance and tax professionals, nonprofit and business leaders, and high net worth individuals to join the alliance. Monument Ventures aims to show individuals how to make an impact while making a profit. | President | 01/01/2020 |
Former positions of Matthew Mohlman
| Companies | Position | End |
|---|---|---|
AFA Financial, Inc.
 AFA Financial, Inc. Investment ManagersFinance AFA Financial, Inc. was founded in Cleveland, Ohio in 1975. They manage separate stock portfolios for individuals, corporations, pension and profit-sharing plans, endowments and trusts. The firm also manages 401K plans and IRA rollover accounts. | Compliance Officer | 01/05/2008 |
| INTERACTIVE BROKERS GROUP, INC. | Corporate Officer/Principal | - |
Astor Asset Management LLC
 Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Compliance Officer | - |
Training of Matthew Mohlman
| American University | Graduate Degree |
| Xavier University | Undergraduate Degree |
| Texas A&M University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| INTERACTIVE BROKERS GROUP, INC. | Finance |
| Private companies | 3 |
|---|---|
Astor Asset Management LLC
Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Finance |
AFA Financial, Inc.
AFA Financial, Inc. Investment ManagersFinance AFA Financial, Inc. was founded in Cleveland, Ohio in 1975. They manage separate stock portfolios for individuals, corporations, pension and profit-sharing plans, endowments and trusts. The firm also manages 401K plans and IRA rollover accounts. | Finance |
Monument Ventures, Inc.
Monument Ventures, Inc. Financial ConglomeratesFinance Monument Ventures, Inc. was founded in 2021 and is based in Carmel, IN. The company offers Monument Legacy, a Donor Advised Fund that allows individuals to align their investment portfolios with their philanthropic goals. The company has attracted finance and tax professionals, nonprofit and business leaders, and high net worth individuals to join the alliance. Monument Ventures aims to show individuals how to make an impact while making a profit. | Finance |
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