Matthew is a business development analyst at CIBC Private Wealth in Chicago with 10 years of industry experience. In this role, he helps drive growth and market expansion across Chicago and the broader central region by supporting and assisting business development officers and relationship managers with market outreach, business development initiatives and relationship support for high net worth clients and key referral partners.

Prior to joining the firm, Matthew served as a vice president and financial advisor at Charles Schwab & Co., where he worked directly with high net worth individuals and developed referral relationships across Schwab’s advisor network. He later joined Morningstar, where he worked in business development supporting institutional clients, wealth managers and strategic partners through consultative engagement and long-term relationship development.

Matthew earned a Bachelor of Science in finance from the University of Central Florida. He also holds the CERTIFIED FINANCIAL PLANNER™ certification and completed the Kellogg Sales Institute’s Executive Sales Program at Northwestern University.