Matthew Ward

As the Operations Manager, Matt's primary focus is on overseeing all client operations, account administration, custodial relationships, and money flow activity. He partners closely with advisors to streamline operations, enhance the client experience, and support the team’s long-term strategic goals. Matt is deeply committed to building scalable solutions, resolving complex issues, and fostering a culture of continuous improvement.

Before joining the team, Matt worked as a Pricing Analyst at Symphony Clinical and as a Client Support Analyst at GTreasury. He graduated from Illinois State University in 2017 with a degree in Finance. While in school, he played rugby and served as Vice President of Finance for his business fraternity, Pi Sigma Epsilon. Matt holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.

In his spare time, Matt and his wife enjoy spending quality time with friends and family. A passionate sports enthusiast, he is an avid fan of Notre Dame and Green Bay Packers football. He also has a strong interest in fitness and enjoys participating in half marathons and other endurance events.

What does legacy mean to you?

For Matt, “Legacy is the lasting impact of your actions, values, and contributions. It’s how people remember you, how you made them feel, what you stood for, and the positive change you helped create.”