Matt Cosgriff has recently been selected as a member of the 2019 class of 40 under 40 by InvestmentNews, a national publication geared toward financial advisers. Cosgriff leads the BerganKDV Wealth Management solutions team out of the Bloomington, Minnesota office.
The InvestmentNews 40 Under 40 award aims to uncover the young talent in the finance industry doing notable work. In 2019, there were just under 1,000 nominations for 40 under 40, about 4% of candidates were selected. InvestmentNews reporters, editors, and other representatives reviewed individual accomplishments, contributions, leadership and future promise of nominees to select the most deserving candidates. This spring, Cosgriff met with other honorees across the country as well as other industry leaders at the annual 40 Under 40 breakfast in New York City where he attended a future of the business think tank exclusively held for the award winners.
“We are proud that Matt was selected for this national recognition and we are grateful to have him on our team,” said CEO Dave Hinnenkamp, “Matt is a forward-thinking, proactive leader who has a unique ability to engage and influence those around him in a very positive manner.”
Cosgriff works with both private clients and businesses to develop financial plans to help individuals see their goals come to life. He guides a team of 25 individuals serving over $1.2 billion in assets under management and is ultimately responsible for the revenue and profitability of the division and ensuring the actions of his team result in creating wow experiences for clients. Cosgriff is active in the Financial Planning Association, where he has presented at the National Conference and the Minnesota Chapter’s annual conference, and continues to volunteer for the Journal of Financial Planning’s Editorial Advisory Board.