Resumes
Resumes
![Gilbert Mateer Photo 1 Gilbert Mateer Photo 1](/img/not-found.png)
Principal
View pageLocation:
Bryn Mawr, PA
Industry:
Investment Management
Work:
Mateer Consulting
Principal
Fortis Wealth Nov 1, 2013 - Apr 2014
Managing Director
Mateer Consulting Dec 2012 - Nov 2013
Consultant
Bryn Mawr Trust 2005 - 2012
President - Retirement Services Group
U.s. Trust 2000 - 2005
Senior Vice President - Business Development
Principal
Fortis Wealth Nov 1, 2013 - Apr 2014
Managing Director
Mateer Consulting Dec 2012 - Nov 2013
Consultant
Bryn Mawr Trust 2005 - 2012
President - Retirement Services Group
U.s. Trust 2000 - 2005
Senior Vice President - Business Development
Education:
Columbia Business School 1980 - 1982
Master of Business Administration, Masters, Finance University of Pennsylvania 1973 - 1977
Bachelors, Bachelor of Science, Engineering Episcopal Academy
Columbia University
Master of Business Administration, Masters, Finance University of Pennsylvania 1973 - 1977
Bachelors, Bachelor of Science, Engineering Episcopal Academy
Columbia University
Skills:
Financial Planning
Asset Management
Estate Planning
Retirement
Banking
Wealth Management
Asset Allocation
Investments
Series 7
Retirement Planning
Investment Strategies
Strategic Financial Planning
Asset Managment
Tax
Wealth Management Services
Investment Advisory
Insurance
Investment Management
Portfolio Management
Securities
Equities
Personal Finance
Mutual Funds
Etfs
High Net Worth Individuals
Financial Services
Alternative Investments
Private Equity
Fixed Income
Trust Services
Series 63
Hedge Funds
Finra
Wealth
Asset Management
Estate Planning
Retirement
Banking
Wealth Management
Asset Allocation
Investments
Series 7
Retirement Planning
Investment Strategies
Strategic Financial Planning
Asset Managment
Tax
Wealth Management Services
Investment Advisory
Insurance
Investment Management
Portfolio Management
Securities
Equities
Personal Finance
Mutual Funds
Etfs
High Net Worth Individuals
Financial Services
Alternative Investments
Private Equity
Fixed Income
Trust Services
Series 63
Hedge Funds
Finra
Wealth
Languages:
French
![Gilbert Mateer Photo 2 Gilbert Mateer Photo 2](/img/not-found.png)
Gilbert Mateer
View pageLocation:
Philadelphia, PA
Industry:
Financial Services
Work:
The Bryn Mawr Trust Company
President
President