Matthew Chambers

Visionary
DISC Type : Ds

Chief Operating Officer at Wealth Financial Services & Tax Advisory

Greater Chicago Area, United States

Overview

Matthew is a Chief Operating Officer with over 25 years of experience scaling financial and professional services platforms. He specializes in creating value and driving EBITDA growth by implementing scalable operating models and governance frameworks. People who have worked with him describe him as a knowledgeable, insightful, and amazing leader.

Matthew is deeply involved in his familys passion for motorsports. He introduced his daughter, Chloe Chambers, to racing and has supported her journey to becoming a professional driver in the F1 Academy. He and his wife, Shannon, have three adopted children.

Unique fact: Matthew is the father of Guinness World Record holder and professional race car driver, Chloe Chambers.

Personality Overview

Risk Tolerant

Objective Evaluator

Big Vision Person

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Scalable Operating Models
He focuses on installing governance frameworks, KPI cadence, and financial visibility to ensure that company growth drives margin expansion and predictable execution.
Fintech & AI Transformation
He is hands-on with deploying automation and modern technology platforms to overhaul financial operations and improve cost-to-serve metrics.
Motorsports & Racing
He is passionate about auto racing, having introduced his daughter, Chloe Chambers, to the sport and actively supported her professional career in F1 Academy.

Media Appearances

Matthew has no verified media appearances

Work History

11-2024
Chief Operating Officer at Wealth Financial Services & Tax Advisory
8-2021 - 4-2024
Chief Operating Officer & Chief People Officer at Howard Bailey Financial, Inc.
12-2007 - 9-2020
Chief Information Officer at Ehrenkranz Partners LP
9-1998 - 12-2007
Senior Vice President Securities & Financial Systems Practice at Picasso Software

Education

Master of Business Administration - MBA from Prifysgol Cymru Y Drindod Dewi Sant / University of Wales Trinity Saint David
Certificate from Cornell University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Chief Operating Officer at Wealth Financial Services & Tax Advisory
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Matthew

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Matthew take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Matthew

Personality Compatibility


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