PRESS RELEASE: Matt Rose, CFP®, Promoted to Retirement Plan Consultant / Financial Advisor
PRESS RELEASE
MCF Advisors is pleased to announce that Matt Rose, CFP® will be expanding his role within the company. Matt has been promoted to Retirement Plan Consultant, supporting our Institutional clients while he continues to serve as a Financial Advisor with MCF.
This is a win-win opportunity for both MCF and Matt. Over the last few years, Matt has proved to be a critical team member in supporting our Wealth Management clients. In this expanded role, Matt provides leadership in plan administration, DOL and ERISA compliance, plan benchmarking, and investment consultation. In addition to serving as a Certified Financial Planner® (CFP®), Matt will now be able to offer his knowledge and service-minded approach to our Institutional clients. Matt’s charismatic attitude and servant leadership will strengthen our Institutional Services team and ability to best serve our clients.
Matt joined MCF three years ago and graduated with a BA in Finance from Lipscomb University, in Nashville, Tennessee, where he played Division 1 basketball. Matt and his wife, Caroline are active members in their church.
Congratulations, Matt!
MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission. MCF provides management and/or consulting services on over $2 billion of assets. For the past six years, MCF was named to Financial Advisor Magazine’s Top Registered Investment Advisers list.
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