Matt Romeo: Can't wait to start

Matt Romeo: Can't wait to start
JUN 26, 2014
By  John Goff
"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

JPMorgan mulls new asset lending scheme aimed at crypto ETF investors
JPMorgan mulls new asset lending scheme aimed at crypto ETF investors

Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.

Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader
Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader

The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.

UBS 'wrongfully' fired Idaho advisor in 2021: FINRA panel
UBS 'wrongfully' fired Idaho advisor in 2021: FINRA panel

“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.

Cetera Trust hires Fidelity vet Kerri Scharr for chief fiduciary officer role
Cetera Trust hires Fidelity vet Kerri Scharr for chief fiduciary officer role

The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.

Trump's 'revenge tax' might come back to bite US borrowers, experts say
Trump's 'revenge tax' might come back to bite US borrowers, experts say

Certain foreign banking agreements could force borrowers to absorb Section 899's potential impact, putting some lending relationships at risk.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.