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Matthew Gleason, CFA

Director

Certifications

  • Chartered Financial Analyst (CFA)
  • Series 79 and 63 licenses

Education

Carnegie Mellon University Tepper School of Business, M.B.A., 2012

The Pennsylvania State University, B.S.. Finance and International Business, 2004

Matt joined the firm in 2016. He primarily focuses his efforts within the Gleason Advisors division.

Prior to joining Gleason, Matt worked in Corporate Development for RTI International Metals. At RTI, he focused on acquisitions, divestitures, and corporate financing activities in executing RTI's strategic plan. Matt has also worked in investment banking and financial services, developing an expertise in mergers and acquisitions, capital raises, business valuations, and strategic planning.