Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Domani Wealth Portfolio Manager Earns Chartered Financial Analyst® Designation

Matthew Gavel Earns CFA®

Matthew Gavel

Great perseverance can often lead to great reward – and great celebration!

Matthew Gavel, a Portfolio Manager with Domani Wealth, has earned the Chartered Financial Analyst® designation.

The process generally takes more than four years, and less than one in five candidates who enroll in the Chartered Financial Analyst® program pass all three exams and meet the professional and ethical requirements to earn the credential. Matt completed 4,000 hours of work experience that was directly involved with investment decisions – part of how he helps lead our Investment Strategy Group. He had to prove his knowledge in advanced investment, analysis and real-world portfolio manager skills.

It’s a monumental effort, and we have seen Matt work incredibly hard in his dedication to our clients and their needs, his mentoring and guidance for our investment group, and his commitment to learning more and developing as a professional. In his day-to-day work, he specializes in investment due diligence and portfolio management, including the creation, implementation, and trading of sophisticated portfolio strategies.

The CFA charter, awarded by the CFA Institute, is recognized globally by investors as the definitive standard by which to measure the competence, integrity and dedication of serious investment professionals.

Matt is living up to our mission of promoting financial security through knowledge, integrity, and understanding, and we’re so proud of the example he sets on our team!

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt
Domani Wealth Acquires EHD Advisory Services

Send this to a friend