Matthew Gaines, CFA, CFP® in

Matthew Gaines, CFA, CFP®

Examiner · DISC type cs
Advisory Board Member at SumIt
📍 Greater Chicago Area, United States

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.

Read the full overview →
Experience
20 Years
Current Role
Advisory Board Member
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Matthew shows up

Overcautious
Process Oriented
Tough To Convince

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Matthew cares about

Family Office Services
He leads the CFO Services group at Cresset, previously built a $1B+ family office, and provides comprehensive balance sheet management for ultra-high-net-worth clients.
Wealth Management
His career at Cresset and Altair Advisers has focused on investment management, financial planning, and estate and tax planning strategies for wealthy families.
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Career

Work history

12-2022
Advisory Board Member
SumIt
5-2022
Managing Director, Head of CFO Services
Cresset
4-2019 - 5-2022
Vice President, Strategic Capital
Paragon Biosciences
5-2005 - 3-2019
Director
Altair Advisers LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2006
Bachelor of Science
University of Wisconsin-Madison
1998 - 2002
Education details unavailable
Highland Park High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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