Matt Tancredi

Trust And Tax Administrator at Hightower Advisors

Matt Tancredi is a Trust and Tax Administrator at Hightower Advisors, a position held since May 2022. Prior experience includes internships at Covenant Wealth Strategies and a dual role as an analyst for the Industrials and Materials sectors as well as Financials and Real Estate sectors at the Blue Hen Investment Club. Earlier roles include working as a packer at Sterling Forever and as a team member at Wawa, Inc., where Matt contributed to customer satisfaction and operational efficiency. Matt holds a Bachelor's degree in Financial Planning and Services from the University of Delaware, earned between 2019 and 2023.

Location

Newark, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Hightower Advisors

2 followers

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size, and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.”


Industries

Employees

201-500

Links