Profile
Mr. Matthew J.
Holman is a Senior Equity Analyst & Assistant Portfolio Manager at Hunt Valley Wealth.
His role is to perform due diligence on current and prospective investment opportunities and to provide trading support to help manage client accounts.
His work experience prior to joining Hunt Valley Wealth includes retail banking for SunTrust Bank and management consulting and financial analysis in the healthcare industry.
He earned his B.S.
in Business Administration from Towson University and his M.B.A.
in Finance from Loyola University Maryland.
Matthew James Holman active positions
Companies | Position | Start |
---|---|---|
Hunt Valley Wealth
Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 2018-07-31 |
Former positions of Matthew James Holman
Companies | Position | End |
---|---|---|
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Corporate Officer/Principal | - |
Training of Matthew James Holman
Towson University | Undergraduate Degree |
Loyola University Maryland, Inc. | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Hunt Valley Wealth
Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
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