Matt Pappas
Vorstandsvorsitzender bei Cottonwood Capital Advisors LLC
Profil
Matthew Donald Pappas is currently the Chief Executive Officer at Cottonwood Capital Advisors LLC since 2020.
Prior to this, he worked as a Vice President at Wells Fargo Advisors Financial Network LLC.
He also worked as a Financial Advisor at Morgan Stanley & Co. LLC from 2009 to 2010 and as a Marketing & Sales Associate at MP Real Estate LLC from 2005 to 2009.
Mr. Pappas completed his undergraduate degree from Leavey School of Business in 2009.
Aktive Positionen von Matt Pappas
Unternehmen | Position | Beginn |
---|---|---|
Cottonwood Capital Advisors LLC
Cottonwood Capital Advisors LLC Investment ManagersFinance Cottonwood Capital Advisors LLC (dba Cottonwood Wealth Strategies) is an independent registered investment advisor headquartered in Salt Lake City, Utah. Founded in 2020, the firm is solely owned by Thomas Pappas and Matthew Pappas. Cottonwood Wealth Strategies provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals. | Vorstandsvorsitzender | 01.01.2020 |
Ehemalige bekannte Positionen von Matt Pappas
Unternehmen | Position | Ende |
---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 01.01.2010 |
MP Real Estate LLC
MP Real Estate LLC Real Estate DevelopmentFinance MP Real Estate LLC provides real estate services. | Corporate Officer/Principal | 01.01.2009 |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | - |
Ausbildung von Matt Pappas
Leavey School of Business | 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 | 4 |
---|---|
Cottonwood Capital Advisors LLC
Cottonwood Capital Advisors LLC Investment ManagersFinance Cottonwood Capital Advisors LLC (dba Cottonwood Wealth Strategies) is an independent registered investment advisor headquartered in Salt Lake City, Utah. Founded in 2020, the firm is solely owned by Thomas Pappas and Matthew Pappas. Cottonwood Wealth Strategies provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
MP Real Estate LLC
MP Real Estate LLC Real Estate DevelopmentFinance MP Real Estate LLC provides real estate services. | Finance |