Matt Doherty, CEPA®, MBA
Senior Vice President | Director of Financial Planning
704-733-6887
Matt.Doherty@CarnegiePW.com
Matt was drawn to his field because of his love for helping others and building lasting relationships with clients. Matt leads Carnegie’s financial planning group and specializes in working with business owners on succession planning. He holds the Series 7 and 66 licenses through LPL Financial and has been in the industry for the past 15 years and in an advisor capacity for the last 3 years. Matt received his master’s and bachelor’s with Finance and Accounting majors from the University of Dayton. He enjoys spending time with his wife, Kate, and their two children. Matt also enjoys playing golf, cooking on the Big Green Egg, and cheering on the Pittsburgh Steelers.
EDUCATION & PROFESSIONAL EXPERIENCE
- University of Dayton, Master of Business Administration
- University of Dayton, BA with Accounting & Finance majors
- Certified Exit Planning Advisor
LICENSES
- Series 7 and 66 held through LPL Financial
EXPERIENCE
- 14 years of industry experience
OUTSIDE INTERESTS
- Spending time with family
- Golfing
- Cooking
- Traveling
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