Matthew Lengel, CFP®

Questioner
DISC Type : c

President & Founder at SummitPoint Capital Management, LLC

Denver Metropolitan Area, United States

Overview

Matthew has no verified overview

Personality Overview

Price-Sensitive

Cautious & Analytical

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

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

Education

2010 - 2014
Bachelor's Degree from Villanova University
2006 - 2010
Education details unavailable from The Haverford School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Denver Metropolitan Area, United States Job Level : Leadership Designation : President & Founder at SummitPoint Capital Management, LLC
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Matthew

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Matthew take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Matthew

Personality Compatibility


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