Matthew Gaines, CFA, CFP®

Examiner
DISC Type : cs

Advisory Board Member at SumIt

Greater Chicago Area, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Biotech Investing
Managed a family office for a biotech CEO, overseeing investments for a family that initiates and operates several companies in the biotechnology sector.

Media Appearances

Matthew has no verified media appearances

Work History

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

Education

2002 - 2006
Bachelor of Science from University of Wisconsin-Madison
1998 - 2002
Education details unavailable from Highland Park High School

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Advisory Board Member at SumIt
URL has been copied!

Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Matthew

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Matthew take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Matthew

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.