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ASSET MANAGERS Chief Marketing Officer of the Year
PROSPERITY CAPITAL ADVISORS
Matt Seitz
As CMO and Partner of Prosperity Capital advisors, as well as the other entities within C2P Enterprises (Clarity 2 Prosperity, Clarity Insurance Marketing Organization and Valor Capital Management,) and JL Smith, a retail advisory practice, Matt focuses on data-driven marketing plans with clear ROI. He has streamlined marketing-sales funnels, spearheaded digital growth, reinforced brand identities, and implemented content marketing strategies to drive
leads. He was named one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s and was C2P’s #1 mentor in 2022 for advisors looking for marketing and sales assistance. He is also a frequent author, speaker, podcast co-host and media contributor and has received industry recognition for his content marketing, video marketing, and lead- generation campaigns.
Prosperity Capital Advisors (PCA) is a planning-first, SEC-registered investment adviser (RIA) that equips advisors with an array of fee-based financial planning and investment solutions to meet their individual clients’ unique needs. It offers advisors a full-service, open architecture investment platform for turnkey asset management as well as tools and resources to build holistic financial plans. PCA is custodian agnostic and provides affiliated advisors extensive support, advanced portfolio analytics and reporting, investment product due diligence and selection, and more.
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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