Advisor at Mountainpoint Investment Advisors
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Firm
Mountainpoint Investment Advisors
Location
Bernardsville, NJ
Credentials
CFA®, Series 63
Industry experience
6 years
Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.
1.00% per year for all assets above $0
Hourly rates charged for extraordinary financial planning, mutually agreed prior to engagement
Bernardsville, NJ
New Jersey
Mountainpoint Investment Advisors
2020 - Present (6 years)
Everest Group Ltd
2013 - Present (13 years)
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