Meet your financial specialists.

Matthew Cox

Portfolio Associate

Being adaptable for both clients and co-workers, Matthew brings his determination and initiative to every project.

Applying his data management and detail-oriented skills learned from various internships, he makes sure client accounts are maintained correctly. Working previously in small and large businesses, he enjoys being on a dedicated and client-focused team.

Outside of the office, Matthew likes to travel, which he experienced during a semester abroad in London. He enjoys playing and watching many sports, and fancies himself as a skillful pickleball player. Whether playing baseball in the summer or skiing in the winter, leading an active lifestyle is what he enjoys most. During his downtime, he also enjoys relaxing with his friends and family, especially when trivia is involved.


BS in Management and International Business; Minor in Sports Management and Underwater Science, Indiana University

Office Location

Deerfield, IL