Matthew James Terrien

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 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

• 04/2011 → 03/2019
  Evanston Investments Inc Dba Evanston Advisors
  Schaumburg, IL
• 03/2019 → 06/2019
  Cresset Asset Management, Llc Dba Cresset Evanston Advisors
  Schaumburg, IL
• 06/2019 → 04/2025
  Taiber Kosmala & Associates
  Chicago, IL
• 04/2025 → 10/2025
  Unemployed
  Sleepy Hollow, IL
• 10/2025 → Present
  Twickenham Advisors A Hightower Company
  Huntsville, AL

Previous Registrations

• 2019-03-15 → 2019-06-05
  Cresset Asset Management, Llc
  Schaumburg, IL
  Chicago, IL
• 2011-04-11 → 2019-04-22
  Evanston Advisors
  Schaumburg, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-09-25
• S65 Uniform Investment Adviser Law Examination
  1995-12-06

Designations

• Chartered Financial Analyst

Other Names

• Matt Terrien
• Matthew James Terrien
• Matt James Terrien
• Matthew Terrien