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.
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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MCF Advisors, LLC (“MCF”) is an SEC-registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by MCF), or any non-investment related content, made reference to directly or indirectly in this presentation will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment advice from MCF. To the extent that a reader has any questions regarding the applicability of any specific issue discussed herein to his/her/its individual situation, he/she/it is encouraged to consult with the professional advisor of his/her/its choosing. MCF is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of MCF’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are an MCF client, please remember to contact MCF in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing / evaluating / revising our previous recommendations and/or services. Please click here to review our full disclosure.