Matthew Hunter, CIMA®
Portfolio Consultant & Investment Specialist
Matthew Hunter, CIMA® is a Portfolio Consultant & Investment Specialist at Legacy Wealth Partners, formerly Levin Financial Group, where Matthew mainly focuses on portfolio review and consultation within managed accounts on the Corporate RIA platform. Matthew helps financial professionals become more efficient in delivering investment implementation across their books of business. Matthew can help with case work, review and analyze current portfolios while also collaborating in the design and implementation of new strategies. Matthew has made a career out of getting to know what makes financial professionals tick from an investment perspective and help them implement investment strategies.
Matthew has over 15 years of experience in the financial services industry and has worked with reputable Broker-Dealer/RIA's, including MML Investos Services, LLC, TFA, and Waddell & Reed as either a part of, or leading the corporate research team; analyzing, developing and monitoring investment portfolios. You can expect 100% transparency and a well-designed track record when working with Matt.
Matthew originally is from Massachusetts, loves to golf, fish and generally be outdoors as much as possible in his free time.