Matthew's passion is helping individuals, families, & business owners find the intersection of intention & creativity while delivering it through the eyes of an individual entrenched in the financial world of Wall Street!
Matthew Poser moved to Manhattan from South Florida. He studied at Florida State University, being graduated with a Bachelors of Science in Finance and Professional Selling. During his collegiate years, he interned at one of the largest Raymond James (now Chiron Capital Management) brokerage offices in the country by assets under management which sparked his unwavering interest in wealth management. Upon gradation, Matthew transitioned into financial product distribution in the Greater New York City area with New York Life Insurance Company, one of the largest financial institutions in the world. Matthew began the first two years of his career with NYLIC.
Currently at Fred Alger, Matthew specializes in growth equity distribution for mutual funds, SMAs, and institutional funds. He helps thousands of Financial Advisors craft the most suitable plan for their respective clients. He sells financial product across all investment channels with clients at the likes of Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Ameriprise, Janney Montgomery Scott, and Wells Fargo to name a few.
He is responsible for partnering in raising over $400 Million per calendar year for Fred Alger. He holds his FINRA Series 7, 6, 63, Life Accident & Health Licenses, as well the Florida Real Estate Sales Associate License.
In his free time, Matthew loves to be with his family and friends. He loves helping young people through sports, baseball specifically. Incredibly humbled and blessed with amazing people in his life, Matthew makes sure anyone is welcomed and treated the way they’d want to be treated.