Matt Smart serves WWM Investments, LLC as the Director of Financial Planning and Portfolio Analysis. He plays a pivotal role in shaping the firm’s investment strategies, enabling WWM to tailor each client’s investment portfolio to address their unique needs.

Matt is responsible for the daily execution and management of wealth operations. He supports the firm’s partners by providing portfolio analysis, creating customized financial plans, budgets, cash flow analysis, and securities trade execution. With over 10 years of experience in the finance industry, Matt has worn various hats, offering a diverse perspective that enriches the team at WWM Investments.

Matt is a graduate of Eastern Illinois University, holds the designation of Accredited Investment Fiduciary (AIF®), and is a Level 1 CFA® candidate. Outside of WWM, Matt is active in his community by serving as a member of the Wicker Park/Bucktown Chamber of Commerce and serves on the board of several non-profit organizations.