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Matt Westfall CFA
Director of Investment Operations at ARGI

Profile

Matt Westfall joined ARGI in 2010. He has a B.S./B.A. in Finance and Marketing from Ohio State University and earned his Chartered Financial Analyst® designation from the CFA Institute. At ARGI, Matt primarily works to develop and implement strategies, perform internal research, manage investment relationships, and provide general investment support to advisors and clients. Matt is also a member of ARGI’s Investment Committee. Additionally, he has previous experience in investment banking developing research.

Agenda Sessions

  • Own your alpha: Advisor perspectives on how to become indispensable to clients

    2:45pm

Speakers at this event