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- Matt Murray
Senior Wealth Advisor @Bay Capital
is willing to share expertiseComprehensive Investment & Portfolio Management Services How I can help you
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Experience & Cases
Proven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including: - Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each. - Implemented a client portfolio worth over $75 million. - Continuous portfolio administration and adjustment to account for market changes and client needs. - Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executive
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