Matthew Ward Headshot

Matthew Ward

Sr. Private Wealth Associate


Matthew Ward: As a Sr. Private Wealth Associate, Matt's focus is servicing client accounts, executing client requests and onboarding. He works closely with his team to facilitate workflow and resolve issues to help maintain strong client relationships.

Before joining the team, Matt worked as a pricing analyst with Symphony Clinical and a client support analyst with GTreasury. He graduated from ISU with a Finance Degree in 2017. While attending school, he played rugby and was the Vice President of Finance for his business fraternity — Pi Sigma Epsilon. Matt holds the Securities Industry Essential (SIE), Series 7, and Series 66 licenses.

In his spare time, he and his wife enjoy spending time with their friends and family. He is a sports enthusiast and an avid Notre Dame and Packers football fan.

The Lerner Group