Bringing you live news and features since 2006 

Youngs Advisory Group appoints Senior Wealth Manager


Youngs Advisory Group, an Independent Registered Investment Advisory Firm, has appointed Matthew Short as a Senior Wealth Manager.“Matt has the perfect blend of professional knowledge and interpersonal skills required for the type of creative work that we do for our business owners, corporate executives, and wealthy individuals,” says Founder and CEO Webb Youngs.

Short, with multiple designations including Certified Financial Planner (CFP), CRPC, and AWMA, has joined Youngs Advisory Group’s Lehigh Valley team as an established young veteran. After graduating from The University of Florida with a Bachelor of Science, he spent eight years in the field of finance as a financial planner and investment advisor, most recently at Charles Schwab. In his role as a Senior Wealth Manager at the firm, Matt’s responsibilities will focus on client development and strengthening existing client relationships.

“I am truly excited to join the team at Youngs Advisory Group so that I can better serve clients through a higher-touch, personalised, and comprehensive planning-based wealth management relationship,” says Short. “This is something I could not do in a larger corporate setting and am excited to be able to do with Youngs Advisory Group. I look forward to growing the firm and growing with the firm.”

“We have very high standards here at our firm, and we look forward to Matt adding incremental value to everything that we do for our clients,” adds Youngs.

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by