Matthew Wallace Cooper

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 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

• 07/2011 → 05/2017
  Carmel High School And Carmel Middle School
  Carmel, IN
• 08/2017 → 05/2021
  Indiana University Bloomington
  Bloomington, IN
• 05/2018 → 01/2019
  Elsmore Swim Shop
  Indianapolis, IN
• 05/2019 → 08/2019
  Merrill Lynch
  Indianapolis, IN
• 06/2020 → 08/2020
  Sun Trust Robinson Humphrey (Truist Securities)
  Carmel, IN
• 07/2021 → 08/2022
  Truist Securities
  Chicago, IL
• 09/2022 → 04/2026
  Rockefeller Capital Management
  Chicago, IL
• 05/2017 → 08/2017
  Unemployed
  Camel, IN
• 04/2026 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2022-12-02 → 2026-05-05
  Rockefeller Financial Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-02
• S63 Uniform Securities Agent State Law Examination
  2021-08-20

Designations

• Certified Financial Planner

Other Names

• Matt Cooper