Name variants:
Daniel Matola
Last updated Apr 29, 2024
Contact Information
Last Update
Jul 5, 2022
Email
da**@jwmfamilyoffices.com
Location
Milwaukee, WI
Company
Workplace
Colleagues
Work History
President and Chief Investment Officer
2323 north Mayfair Rd SUITE 240, Milwaukee, WI 53226
Responsible for setting organizational strategy and overseeing the firm's day-to-day investment management function.
Oct 2014 — Nov 2017
Patsy and Paul, Inc
A Real Estate Holding Company Formed in 1960
from Apr 2017
S.v.p., Senior Wealth Advisor
2323 north Mayfair Rd SUITE 240, Milwaukee, WI 53226
from Apr 2017
Chief Investment Officer
2323 north Mayfair Rd SUITE 240, Milwaukee, WI 53226
Nov 2012 — Oct 2014
Various Positions
2323 north Mayfair Rd SUITE 240, Milwaukee, WI 53226
Jun 2002 — Nov 2012
Education
1998 — 2002
1994 — 1998
Occupations
Advisor
Executive
Chief Investment Officer
Chairperson
Management Analysts
Chief Executive
Skills
Portfolio Management
Financial Analysis
Financial Planning
Financial Services
Capital Markets
Asset Allocation
Investment Advisory
Investments
Business Strategy
Investment Management
Investment Strategies
Asset Management
Equities
Mutual Funds