Matt Cosgriff, CFP®, CPFA
Solution Leader // Wealth Management
Matt leads the wealth management group and is passionate about ensuring the team is constantly focused on its mission to positively impact the lives of its clients. As the group leader, Matt works to ensure that the Private Client, Retirement Plan Solutions, and Investment Management teams are working diligently to exceed client expectations at every opportunity.
Matt holds a bachelor’s degree in economics with a concentration in finance from Saint Olaf College and serves on the Breck School Alumni Council. He is a CERTIFIED FINANCIAL PLANNER™ and a certified plan fiduciary advisor. Matt has been featured in numerous industry publications, most recently being named to the 2019 40 Under 40 class by InvestmentNews.