Matthew D. Kane
President Principal at Compass Ion Advisors
Based in Conshohocken, United States
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Seniority
C-Team
Department
General Business & Management
Location
Conshohocken
Industry
Investment Management
Company size
24
Contact information
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m•••••••@compass-ionadvisors.com
Phone
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Background
About Matthew D. Kane
Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission. Our wealth management offering includes: Financial planning for individuals and families Endowment and foundation consulting Investment strategy and portfolio management Legacy and succession planning Securities offered through Keel Point LLC, member FINRA/SIPC Compass Ion Advisors Disclosures: https://compass-ionadvisors.com/disclosures/
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