Matthew Hurd
Director | Alternative Investments - National Account Manager at AMG Funds- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Bolton, US
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Experience
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AMG Wealth
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United States
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Financial Services
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100 - 200 Employee
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Director | Alternative Investments - National Account Manager
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2021 - 2 years
Boston, Massachusetts, United States
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Pantheon
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United Kingdom
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Investment Management
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300 - 400 Employee
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Private Wealth Consultant
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2020 - 2021
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Artivest - Powered by iCapital Network
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United States
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Financial Services
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1 - 100 Employee
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Director - Strategic Relationships
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2018 - 2020
Greater Boston Area
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Senior Vice President, National Accounts
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2015 - 2017
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Vice President / Advisor Solutions
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2011 - 2015
Wellesley, MA
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Account Executive
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2001 - 2010
• Manage relationships for a book of High Net Worth clients. Utilize Fidelity’s broad range of products and services including both Fidelity and Non-Fidelity mutual funds, annuities, life insurance, brokerage services, 401(k) and discretionary money management service, Charitable Gift Fund and our proprietary planning software to create financial plans.
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Education
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University of Maine
BA, Business and Economics -
Carrabassett Valley Academy
Community
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