Matthew Lengel, CFP® in

Matthew Lengel, CFP®

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President & Founder at SummitPoint Capital Management, LLC
📍 Denver Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
President & Founder
Job Level
Leadership
Location
Denver Metropolitan Area, United States
Personality Overview

How Matthew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2025
President & Founder
SummitPoint Capital Management, LLC
1-2023 - 8-2025
Partner
Denver Private Wealth Management
1-2020 - 1-2023
Wealth Management Advisor
Denver Private Wealth Management
9-2018 - 1-2020
Wealth Management Advisor
Kathmere Capital Management
11-2016 - 9-2018
Investment Coordinator
Kathmere Capital Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2014
Bachelor's Degree
Villanova University
2006 - 2010
Education details unavailable
The Haverford School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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