Matt Teich, CFA, CFP®
Director of Financial Planning
Matt Teich is the Director of Financial Planning for Cresset. He provides customized consultation on complex financial issues facing the Firm’s clients and their professional advisors in a manner that helps them gain confidence in achieving their long-term goals. Matt has over 15 years of experience in advanced asset allocation planning, retirement planning, estate planning, planning in advance of a business sale, concentrated single-stock exposure and stock option exercise planning.
Prior to joining Cresset, Matt was a Wealth Strategist at J.P. Morgan’s Private Bank, where his responsibilities included developing a goals-based planning framework for the Private Bank and training bankers across the firm on the design and delivery of financial plans. Prior to J.P. Morgan, Matt also held positions at Bessemer Trust, Bernstein Global Wealth Management, and Bank of America.
Matt holds a B.A. in Economics from the University of North Carolina at Chapel Hill, and is a Chartered Financial Analyst charterholder and a CFP professional. Matt is also a member of the Chicago Estate Planning Council. Matt lives in Arlington Heights, IL with his wife Kelly, and they are the proud parents of three girls.