Matt Wu

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Finance

Consumer Services

Profile

Mr. Matthew H.
Wu is a Senior Analyst at LLBH Private Wealth Management LLC.
Prior to joining LLBH Private Wealth Management in June 2013, Mr. Wu was employed as an Associate by Merrill Lynch, Pierce, Fenner & Smith, Inc. Mr. Wu received his undergraduate degree from Bates College.

Former positions of Matt Wu

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2013-07-09
Coastal Bridge Advisors LLC Coastal Bridge Advisors LLC Investment ManagersFinance CBA provides close consultation and consideration of their clients’ goals and risk tolerance before reaching a mutual decision with the client on how best to seek to build and preserve their wealth. The firm follows a rigorous and disciplined process and seeks to leverage high-quality investment products and providers to create a diversified portfolio aimed at meeting their clients’ objectives.	Analyst-Equity	-

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Training of Matt Wu

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Linked companies

Private companies	3
Bates College Bates College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Coastal Bridge Advisors LLC Coastal Bridge Advisors LLC Investment ManagersFinance CBA provides close consultation and consideration of their clients’ goals and risk tolerance before reaching a mutual decision with the client on how best to seek to build and preserve their wealth. The firm follows a rigorous and disciplined process and seeks to leverage high-quality investment products and providers to create a diversified portfolio aimed at meeting their clients’ objectives.	Finance

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