Narwhal Capital Management
Matthew Burton, CFA has extensive experience in the finance industry. Matthew is the Founder and President of Narwhal Capital Management, where they have been since 2005. Narwhal Capital Management offers investment advisory, tax, financial planning, and 401(k) management services to various clients. Prior to that, Matthew worked at Matsco, Inc. as a Portfolio Manager from 1993 to 2005.
Matthew Burton, CFA pursued their education in business administration and management. Matthew obtained a Bachelor's Degree in Business Administration and Management from Samford University, where they studied from 1985 to 1989. Later, from 1990 to 1992, Matthew attended Georgia State University - J. Mack Robinson College of Business, where they earned a Master of Business Administration (M.B.A.).
In addition to their academic qualifications, Matthew Burton also holds the Chartered Financial Analyst (CFA) certification from the CFA Institute, although specific details about when and where they obtained this certification are unavailable.
Narwhal Capital Management
For nearly 25 years, Narwhal Capital Management has been helping clients in the metro Atlanta area and beyond manage their investments and take charge of their financial health. Though economic outlooks and market trends vary, we remain steadfast in our commitment to serving clients through the model of stewardship. Our goal is to provide a personalized portfolio with risk-appropriate investments developed from a knowledge not only of markets, but of you, the client. Relationship-based portfolio management, proactive service and an emphasis on education are foundational to our vision for you and Narwhal.