Matthew A. Roma

, CFA

Managing Director

Matt Roma is the head of business development for the central region with more than 15 years of industry experience.  In this role, he leads the firm’s business development team in the central region, setting strategies and practices that broaden relationships with individuals, families, foundations and endowments.

Prior to joining the firm, Matt worked in sales for Cedar Capital, where he developed new business relationships across all channels in multiple regions of the country. He was also the head of product management, responsible for developing and delivering educational content to investment advisors in areas including portfolio construction and practice management.

Matt received a Bachelor of Science degree in finance from the University of Rhode Island and a Master of Business Administration degree from the University of Chicago, with concentrations in economics, finance and accounting, and subsequently, his Chartered Financial Analyst® designation. He is a member of the CFA Society of Chicago.