Matt Doherty
Carnegie Private Wealth
Charlotte, North Carolina
Contact
How to contact
Email or phone
Professional Profile
Call Me When
A friend, colleague or client needs help with financial planning
Professions
Wealth Manager
Functional Expertise
Business growth
Business management
Cash management
Charitable giving
Estate planning
Family business
Finance
Investments
Operations
Philanthropy
Retirement
Risk management
Strategic planning
Tax
Trusts
Exit/Transition Planning
Business Focus
Fee based financial planning model
Professional Certification
CEPA
Transition Planning Certification or Methodology
CEPA - Value Acceleration
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Advisor Resource Relationships
EPI
Chapter information
Membership
Charlotte Individual
Member since
Member for 1 year
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