Matt Romeo: Can't wait to start

Matt Romeo: Can't wait to start
JUN 26, 2014
"As my start date quickly approaches, I'm experiencing many different emotions. I'm nervous, a little scared, excited, humbled, but mostly anxious. I'm anxious to jump right in and to hit the ground running. I've been working towards this day since I set foot on Virginia Tech's campus, and now it is almost here. I always knew that I wanted to do something meaningful with my education. I wanted to give something back and help others pursue their life goals. Now I've earned the opportunity to do just that. The team at Gordon Asset Management has already embraced me with open arms and made me feel at home. The opportunity to get in the office and to work along side such an impressive group is humbling. My first year will be a whirlwind I'm sure. As the newest apprentice, I will have the opportunity to learn every aspect of the financial planning profession. Everything from back office work to investment research to client interaction and business development. Every day will be an opportunity to grow, learn, and to hone my skills. I can't wait!"

Latest News

Private credit becoming 'big piece' of annuities, T. Rowe exec says
Private credit becoming 'big piece' of annuities, T. Rowe exec says

Goldman Sachs retirement survey finds 83% want guaranteed income, while the annuities providing that income increasingly hold private credit.

Zocks debuts Claude plugin with seven skills for financial advisors
Zocks debuts Claude plugin with seven skills for financial advisors

The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.

Stifel settles massive $30 million complaint involving star broker’s sale of structured products
Stifel settles massive $30 million complaint involving star broker’s sale of structured products

Chuck Roberts and Stifel have been facing scrutiny due to sales of structured products and structured notes.

SEC floats CFP route to accredited investor status, fund rules refresh amid private market push
SEC floats CFP route to accredited investor status, fund rules refresh amid private market push

Among other updates, the proposals would let advisors to regulated funds earn performance fees and allow interval funds to offer monthly repurchases.

The Year Is 2046 and I’m a Financial Advisor 
The Year Is 2046 and I’m a Financial Advisor 

What will financial advice look like 20 years from now? Evan Vladem explores how AI may transform wealth management while reinforcing the enduring value of human guidance, trust, and empathy. 

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains