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181 West Madison Street, 35th Floor
Chicago, IL 60602
Matthew A. Roma, CFA
Matt Roma is an institutional relationship manager for CIBC Private Wealth Management, with 12 years of industry experience. In this role, he is responsible for building relationships with RIAs, regional consultants, family offices, banks and trusts.
Prior to joining the firm, Matt worked in sales for Cedar Capital where 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.
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