Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Matt is a Principal in the Chicago office and serves as the Director of Strategic Partnerships. He manages relationships with the firm’s key strategic partners and collaborates directly with them to develop, expand, and strengthen corporate and private client relationships. He has more than fifteen years of experience in the Financial Services industry in various management roles.
Prior to joining Cerity Partners, Matt worked in the Advisory and Wealth divisions of DWS, where he provided client focused investment solutions. He developed and maintained client relationships with home office partners at both intermediary and institutional clients. He was also responsible for managing a staff of internal consultants and collaborating with infrastructure administrators to build custom CRM solutions. Matt has held positions as an equity analyst with Thomson Reuters and in public accounting and started his career as an Equity Specialist on the Chicago Stock Exchange.
What inspired you to pursue your career in financial management?
Two movies: Trading Places and Wall Street
What differentiates Cerity Partners from other firms in our space?
We are an employee owned firm with a relentless focus on our clients and their families.
What does the world need now more than anything?
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.