Matthew Hogan
St Louis
Summary
Seasoned Wealth Management Advisor with over 20 years of experience guiding high-net-worth families through holistic financial planning, philanthropic strategy, and legacy design. Proven ability to align complex investment and estate plans with a family’s core values, fostering multigenerational stewardship, tax efficiency, and purpose-driven wealth transfer. Expertise includes charitable trust strategies, donor-advised funds, business succession planning, and collaborative advisory with CPAs and estate attorneys. Adept at building enduring relationships rooted in trust, discretion, and empathy—empowering families to preserve their vision, enhance their impact, and navigate their financial lives with clarity and confidence.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Planner
PWM PLANNING
St. Louis
10.2024 - 03.2025
- Led advanced financial planning strategies for high-net-worth individuals and families, with an emphasis on philanthropic giving, tax optimization, and legacy planning.
- Collaborated with estate attorneys and CPAs to deliver comprehensive wealth transfer strategies aligned with client goals.
- Designed and implemented tax-efficient investment plans, leveraging charitable trusts and donor-advised funds.
- Facilitated multi-generational planning sessions to preserve family values and vision across generations.
- Conducted in-depth portfolio reviews and planning scenarios using MoneyGuidePro, eMoney, and customized Excel models.
Vice President, Private Banker
J.P. MORGAN PRIVATE BANK
St. Louis
10.2023 - 10.2024
- Develop financial models for high net-worth clients, ensuring tailored investment strategies.
- Assess risk tolerance and prepare retirement plans, enhancing client financial security.
- Optimize investment portfolios based on client suitability, achieving measurable results.
- Craft customized investment solutions to maximize client portfolio performance.
Financial Consultant
FIDELITY INVESTMENTS
St. Louis
02.2019 - 10.2023
- Provide holistic financial planning to 400+ clients, enhancing financial security through strategic analysis.
- Analyze client data to create tailored retirement strategies, ensuring suitability and measurable goals.
- Collaborate with high net-worth clients to achieve financial objectives, utilizing detailed financial modeling.
- Enhanced client financial security by implementing customized, strategic investment plans.
- Partnered with clients to identify financial goals, delivering personalized service and solutions.
Wealth Management Advisor
TIAA WEALTH MANAGEMENT
St. Louis
05.2016 - 02.2019
- Provide financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies today through retirement.
- Determine suitability and prepare comprehensive financial plans for clients utilizing current technology including Money Guide Pro, NetX360, and Morningstar.
- Engage with clients utilizing consultative sales process to help clients self-realize financial challenges and implement strategies to solve for those challenges.
- Provide written and verbal quarterly portfolio reviews to highlight progress and establish new goals.
- Acquired 12 million dollars in new assets in year one, exceeding sales goals and quota.
- Member of employee council in charge of improving technology to enhance Wealth Management efficiency.
Vice President, Wealth Management Advisor
EVERBANK WEALTH MANAGEMENT
St. Louis
11.2012 - 05.2016
- Grew assets under management by 12 % from $85M to $95M in less than 8 months.
- Provided financial expertise and advice to 400+ client base on managed accounts, brokerage products, and retirement strategies.
- Opened over 60 managed currency accounts with minimum investment of 50K in less than 3 months.
- Assistant portfolio manager and trader for wealth management team.
Equity Sales/Product Specialist
THOMSON REUTERS
New York
10.2007 - 12.2011
- Strategized and executed competitor displacements that generated $1.2 M new revenue for Morgan Stanley and Citigroup account teams.
- Developed and maintained client relationships to facilitate sales of market data platforms.
- Identified potential sales opportunities and competitive threats within the account.
- Strategically collaborated with account team to generate new sales revenue and protect existing revenue streams.
- Prepared and presented detailed sales opportunity proposals to business heads within the Sales and Trading and Capital Markets divisions at Citigroup, UBS, RBS and Morgan Stanley.
Head Trader, Latin America Private Wealth Management
MORGAN STANLEY & CO.
New York
11.2002 - 10.2007
- Executed block trades for Latin America Private Wealth Management group with $2.1 billion assets under management and $6.5 million in annual revenue.
- Personally generated over $600K in yearly trading revenue.
- Managed and strengthened existing and developed new relationships with hedge fund, middle market and high net worth clients for sales team.
- Traded Intl and Domestic Equities, Equity Derivatives, FX, Corporate and Treasury Bonds, CP and EM Debt for existing client base.
- Maintained strong relationships with Equity, FX and Fixed Income traders to facilitate the execution of trades for clients.
- Led daily Equity and Fixed Income research sales calls to clients in Latin America, Europe and the US.
Education
Masters in Business Administration -
Gabelli School of Business - Fordham University
New York, NY06.2009
Bachelor of Arts - English Writing
St. Lawrence University
Canton, NY05.1997
Skills
- Legacy and Estate Planning
- Philanthropic Giving Strategies
- Tax Planning
- Multi Generational Planning
- Client Portfolio Management
- Cash Flow and Liquidity Planning
- Financial Planning
Certification
- NASD Series 7, 63 and 65
- Life and Health Insurance License
Timeline
Financial Planner
PWM PLANNING
10.2024 - 03.2025
Vice President, Private Banker
J.P. MORGAN PRIVATE BANK
10.2023 - 10.2024
Financial Consultant
FIDELITY INVESTMENTS
02.2019 - 10.2023
Wealth Management Advisor
TIAA WEALTH MANAGEMENT
05.2016 - 02.2019
Vice President, Wealth Management Advisor
EVERBANK WEALTH MANAGEMENT
11.2012 - 05.2016
Equity Sales/Product Specialist
THOMSON REUTERS
10.2007 - 12.2011
Head Trader, Latin America Private Wealth Management
MORGAN STANLEY & CO.
11.2002 - 10.2007
Masters in Business Administration -
Gabelli School of Business - Fordham University
Bachelor of Arts - English Writing
St. Lawrence University