Matthew Smith

Investment Manager, Vice President at Clarfeld Financial Advisors, Inc. - Tarrytown, NY, US

Matthew Smith's Colleagues at Clarfeld Financial Advisors, Inc.
Heather Furdyna

Wealth Management Advisor, Vice President

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Joan Bozek

Chief Fiduciary Officer and Director of Trust Services

Contact Joan Bozek

Charles Nason

Senior Vice President, Senior Portfolio Manager

Contact Charles Nason

Nick Giallousis

Wealth Advisor - Clarfeld Citizens Private Wealth Management

Contact Nick Giallousis

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Matthew Smith's Contact Details
HQ
914-846-0100
Location
Boston, Massachusetts, United States
Company
Clarfeld Financial Advisors, Inc.
Matthew Smith's Company Details
Clarfeld Financial Advisors, Inc. logo, Clarfeld Financial Advisors, Inc. contact details

Clarfeld Financial Advisors, Inc.

Tarrytown, NY, US • 250 - 499 Employees
Financial Services

Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family's wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client's unique circumstances.Clarfeld Financial Advisors has been ranked as one of the "Top 40 Independent RIA Firms" by Barron's, a Financial Times "300 Top RIA", and Clarfeld founder and CEO, Rob Clarfeld, has been individually recognized by Forbes' "America's Top Wealth Advisors" as New York's top ranked Independent Wealth Advisor.See Important Disclosure: https://www.clarfeld.com/disclosure/ For more information, contact us at wealth@clarfeld.com, call 914-846-0100 or visit our website, www.clarfeld.com.

Wealth Management Investment Management Financial Planning Tax Planning and Preparation Multi Family Office Services Estate and Trust Planning Retirement Planning Divorce Planning Cross Border Estate & Tax Planning Cross Border Estate & Tax Planning Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Clarfeld Financial Advisors, Inc.
Frequently Asked Questions about Matthew Smith
Matthew Smith currently works for Clarfeld Financial Advisors, Inc..
Matthew Smith's role at Clarfeld Financial Advisors, Inc. is Investment Manager, Vice President.
Matthew Smith's email address is ***@clarfeld.com. To view Matthew Smith's full email address, please signup to ConnectPlex.
Matthew Smith works in the Financial Services industry.
Matthew Smith's colleagues at Clarfeld Financial Advisors, Inc. are Heather Furdyna, Sonja Andrea-Andrianopoulos, Peter Horn, Joan Bozek, Michael Cornacchioli, Charles Nason, Nick Giallousis and others.
Matthew Smith's phone number is 914-846-0100
See more information about Matthew Smith