Matthew Mohlman active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
Career history of Matthew Mohlman
Former positions of Matthew Mohlman
| Companies | Position | Start | 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 | 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 |
Statistics
International
| United States | 8 |
Operational
| Compliance Officer | 2 |
| Graduate Degree | 2 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
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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