Financial Planning Analyst at myCIO Wealth Partners
Pennsylvania, United States
Join Prog.AI to see contacts
Join Prog.AI to see contacts
Summary
👤
Senior
🎓
Top School
Matthew Lodge is a Financial Planning Analyst at myCIO Wealth Partners with nine years of experience bridging finance internships and leadership roles into a client-focused advisory practice supporting ultra-high-net-worth households. A University of Delaware finance and wealth management graduate, he has hands-on exposure from Morgan Stanley to boutique financial and bioenergy internships, and practical leadership experience running recruitment and housing for Lambda Chi Alpha. Ambitious to earn his CFP® designation, Matthew contributes to a team overseeing over $14 billion in assets while bringing analytical rigor and institutional familiarity to personalized planning. He balances doctoral-level curiosity—reflected in his GitHub bio—with a pragmatic approach to wealth strategy, making him comfortable with both quantitative modeling and client relationships.
9 years of coding experience
Shawnee High School
Bachelor of Science - BS, Finance and Financial Planning & Wealth Mangement, Bachelor of Science - BS, Finance and Financial Planning & Wealth Mangement at University of Delaware
Contributions:2 PRs, 34 pushes, 5 branches in 10 months
deep-learningdisruptionmachine-learningprediction
Find and Hire Top DevelopersWe’ve analyzed the programming source code of over 60 million software developers on GitHub and scored them by 50,000 skills. Sign-up on Prog,AI to search for software developers.
Request Free Trial
Matthew Lodge - Financial Planning Analyst at myCIO Wealth Partners