Project Description

513-791-9258
PERSONAL BIO

Matt Tarka, AAMS®

Portfolio/Investment Analyst

Matt Tarka, AAMS® joined 9258 Wealth Management in late 2020 and serves the firm as a Portfolio/Investment Analyst. He graduated from Xavier University in 2019 with a B.S.B.A. in Finance. While at Xavier, he participated in the D’Artagnan Capital Fund as an Energy and Utilities Analyst and also as the Chief Executive Officer.

Matt was formerly a Registered Client Associate with Merrill Lynch in Cincinnati where he focused on relationship management, portfolio management, investment analysis, financial planning, and client operations. During that time, he earned the Accredited Asset Management Specialist designation (AAMS®) from the College for Financial Planning.

Matt is an Advisory Board Member and the Chair of the Social Media Committee for the Cincinnati Concours d’Elegance. Matt has a passion for projects such as restoring old cars and boats. He is a Northern Kentucky native and as such enjoys spending time along the bourbon trail of Kentucky or exploring the vast culinary scene that Northern Kentucky and Cincinnati have to offer. Matt currently resides in Edgewood, KY and is a frequent flyer traveling to visit his parents in Englewood, FL.

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