Mathew Unger Focus Asset Management -Thriving in Retirement Without Outliving Your Income


Manage episode 236183516 series 1007475
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Prior to forming Focus Asset Management, Matthew was an advisor with Fisher Investments where he was responsible for managing approximately $150 million in assets, where he signed $35 million in new client assets in 2018, Ranked in the Top 1% for new client on-boarding and retention for Fiscal Year 2018 and constantly lead his team in client satisfaction. Matthew also previously worked at Merrill Lynch, Pierce Fenner & Smith where he advised affluent individuals and families. Matthew attended Syracuse University for undergraduate, and Harvard University for graduate work, and obtained a Professional Certificate in Financial Markets from Yale University. Matthew has 12+ years of professional experience, and 10 years of investment advisory and consulting experience. Contact Mathew Unger: Influential Influencers with Mike Saunders

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