Matthew Connell
Login to view DISC.Matthew Connell is a Wealth Advisor and Portfolio Manager at Valor Private Capital, specializing in portfolio construction for high-income professionals. His experience includes a tenure as Vice President at Morgan Stanley. He holds Series 7 and 66 certifications and earned a Bachelor of Science in Business Administration from the University of Denver.
Matthews unique focus is on partnering with clients to create portfolios designed to consistently compound wealth while strategically reducing their overall tax exposure.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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