Matthew Benjamin Kodish

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 01/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2021 → 02/2022
  Fidato Partners
  Berwyn, PA
• 07/2020 → 06/2021
  Asc Executive Group
  State College, PA
• 06/2017 → 05/2021
  Pennsylvania State University
  State College, PA
• 09/2013 → 06/2017
  Plymouth Whitemarsh High School
  Plymouth Meeting, PA
• 06/2021 → 11/2021
  Unemployed
  Blue Bell, PA
• 01/2024 → Present
  Hightower Advisors
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-22
• S63 Uniform Securities Agent State Law Examination
  2022-05-26

Other Names

• Matt Benjamin Kodish
• Matthew Kodish