Lauren Matz is a registered investment advisor, based in Chicago, IL, with 19 years of industry experience.
Location
10 S. Wacker Drive, 19th Floor, Chicago, IL, 60606
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lauren helps out at Lonnie's Pizzeria, a family-owned business, on Saturdays. She assists with various tasks such as phones, prep, and delivery, dedicating about 10% of her time to this activity.
Employment History
Current Registrations
Vp Distributors LLCBroker
January 2024 - Present · 2 yrs 3 mos
Duff & Phelps Investment Management CO.
January 2024 - Present · 2 yrs 3 mos
Vp Distributors LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
William Blair & Company L.L.C.
October 2016 - December 2023 · 7 yrs 2 mos
William BlairBroker
January 2016 - December 2023 · 7 yrs 11 mos
UBS Asset Management (US) INC.Broker
September 2006 - January 2016 · 9 yrs 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.