Matthew Gaines, CFA, CFP®
Login to view DISC.Matt Gaines leads Cressets CFO Services group, advising ultra-high-net-worth families. With over 16 years of experience, he is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER™ who previously built and managed a family office with over $1 billion in assets. He is a graduate of the University of Wisconsin-Madison.
Outside of work, Matt is actively involved in his community, serving on multiple committees for the Jewish United Fund and as a board member for North Suburban Synagogue Beth El. He and his wife, Sarah, live in Highland Park, Illinois, with their three daughters.
He was named to the "36 Under 36" list, recognizing him as a young Jewish mover and shaker in Chicago.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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