![Matt Gilchrist](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Matt Gilchrist
Portfolio Manager-Equities at SPC Financial, Inc.
Profile
Mr. Matthew E.
Gilchrist, CPA, is a Financial Advisor at SPC Financial, Inc. He is on the Board of Directors for the First Tee of Montgomery County and the Cura Personalis Project.
He is registered with Raymond James Financial Services, Inc. as a General Securities Representative and holds his NASAA Uniform Combined State Law license, as well as a Life and Health insurance license.
He began his financial career in 2008.
He is dedicated to servicing his clients through a comprehensive, objective and educational based approach.
His experience as a small business owner gives him extensive knowledge and planning techniques to confront the unique obstacles small business owners encounter.
He attended the University of Maryland College Park where he completed a B.A.
in Economics.
His educational background includes a Bachelor’s degree in Economics from the University of Maryland.
He also maintains the CPA and PFS designations as well as a Certified Financial Planner Professional certification.
Matt Gilchrist active positions
Companies | Position | Start |
---|---|---|
SPC Financial, Inc.
![]() SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Portfolio Manager-Equities | 2010-04-30 |
Former positions of Matt Gilchrist
Companies | Position | End |
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Wagener-Lee LLC
![]() Wagener-Lee LLC Investment ManagersFinance Wagener-Lee LLC provides investment advice. The private company is based in Columbia, MD. | Corporate Officer/Principal | - |
Training of Matt Gilchrist
University of Maryland | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Wagener-Lee LLC
![]() Wagener-Lee LLC Investment ManagersFinance Wagener-Lee LLC provides investment advice. The private company is based in Columbia, MD. | Finance |
SPC Financial, Inc.
![]() SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Finance |
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