Profil
Mr. Matthew B.
Barber, CFA, is a Partner, Wealth Advisor & Director of Signatureentrepreneur at SignatureFD LLC.
He helps entrepreneurs and small business owners navigate their financial lives through a comprehensive wealth management approach that allows them to focus on what they do best – running their business.
He specializes in working with business owners to develop a coordinated plan to taxes, develop a succession plan, and ensure appropriate asset protection.
And, he provides personal financial design solutions that enable his clients to be intentional with their time, allowing them to make a bigger impact on the people and things most important to them.
Prior to joining SignatureFD in 2013, Mr. Barber spent five years as an associate at Homrich Berg, an Atlanta-based wealth management firm, where his responsibilities included assisting high-net-worth and family office clients in creating, implementing and reviewing their long-term financial objectives; preparing customized financial plans for clients; and researching and implementing investment strategies.
He started his career at Liberty Street Financial Group in Athens, Georgia.
He holds a Bachelor of Science in Financial Planning from the University of Georgia.
Aktive Positionen von Matt Barber
Unternehmen | Position | Beginn |
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SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Portfolio Manager-Aktien | 01.08.2013 |
Ehemalige bekannte Positionen von Matt Barber
Unternehmen | Position | Ende |
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Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Equity | 31.07.2013 |
Ausbildung von Matt Barber
University of Georgia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |