Private Wealth Associate
Matthew Ward: As a Private Wealth Associate, Matt services client accounts, executing client requests and onboarding new clients. He works closely with his team to facilitate workflow and maintain strong client relationships.
Matt worked as a pricing analyst with Symphony Clinical and a client support analyst with GTreasury before joining the team. 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 recently passed the Securities Industry Essential (SIE) exam and Series 7.
Recently engaged, he is also an active sports enthusiast who supports Notre Dame and Packers football.