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