Matt De Long, CFA

Manager, Portfolio Transition Consulting

Designations and Licenses

Matt holds the Chartered Financial Analyst® designation.

Experience and Education

Matt provides clients with personalized wealth management solutions that include financial planning, tax preparation, investing and reporting to help them reach their goals.

Prior to joining Mariner Wealth Advisors, he served as a senior investment analyst and managed private wealth portfolios at Meeder Investment Management in the Columbus, Ohio area. In addition, he managed separately managed accounts, which included total asset allocation strategies and individual stock strategies. Prior to that, Matt managed investment portfolios for high-net-worth clients at BMO Harris Bank in the Chicago area and worked as a financial analyst for BMO Global Asset Management in Milwaukee.

Matt has a bachelor’s degree in finance from The University of Wisconsin-Whitewater and a master’s degree in finance from Columbia University.

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