Matthew Connell

Go-getter
DISC Type : d

Wealth Advisor and Portfolio Manager at Valor Private Capital

Golden, Colorado, United States

Overview

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.

Personality Overview

Direct & Candid

Self-Confident

Challenger

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Wealth Compounding
His professional headline emphasizes positioning client portfolios to consistently compound wealth over time.
Tax Reduction
A core part of his stated value proposition is helping high-income professionals reduce their tax exposure through strategic portfolio management.
Portfolio Management
His entire career, including roles as Portfolio Manager and Lead Analyst, has been dedicated to managing client investment portfolios.

Media Appearances

Matthew has no verified media appearances

Work History

11-2024
Wealth Advisor and Portfolio Manager at Valor Private Capital
8-2020 - 9-2024
Private Wealth Management Vice President at Morgan Stanley
9-2017 - 8-2020
Lead Analyst at Morgan Stanley

Education

2013 - 2017
Bachelors of Science Business Administration from University of Denver

More Information

Social Presence :

Prographics :

Exp : 8 Location : Golden, Colorado, United States Job Level : Middle Designation : Wealth Advisor and Portfolio Manager at Valor Private Capital
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Be crisp while making the pitch
  • Refer to testimonials from others in similar positions

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Matthew

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • Their decision making speed is somewhere in the middle.
  • Can Matthew take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Matthew

Personality Compatibility


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