Matthew James Morehead

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 04/2022
  Carlson Capital Management
  Northfield, MN
• 11/2015 → 04/2022
  Carlson Capital Management, Llc
  Northfield, MN
• 04/2022 → 09/2024
  Janiczek Wealth Management
  Denver, CO
• 10/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2022-04-13 → 2024-10-22
  Janiczek Wealth Management
  Denver, CO
• 2015-12-17 → 2022-05-17
  Carlson Capital Management, Llc
  Northfield, MN
  Rochester, MN
• 2015-10-28 → 2015-12-31
  Carlson Capital Management
  Northfield, MN
• 2013-12-10 → 2015-10-07
  Greenspring Advisors, Llc
  Towson, MD
  Towson, MD
• 2011-11-11 → 2012-03-22
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
• 2001-12-07 → 2011-11-08
  Janiczek Wealth Management
  Greenwood Village, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-14