Matthew Burleigh is a CFA® charterholder with one year of industry experience. He is currently with Prevail Innovative Wealth Advisors, LLC, where he has worked since 2024. His prior roles include positions at Horizon Lihtc Fund, Stonehawk Capital Advisors, LLC, and Gearpwer Capital, LLC.
Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.