Matthew Elliott, CFA, CFP®

Matthew Elliott, CFA, CFP®

Financial Advisor

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  • Timeline

  • About me

    Senior Portfolio Manager at Northern Trust

  • Education

    • Boston University

      2011 - 2013
      Masters of Science Finance
    • University of Nevada-Las Vegas - College of Business

      2002 - 2006
      Bachelor of Science Business Administration
  • Experience

    • Merrill Lynch

      Jun 2006 - Jun 2010
      Financial Advisor
    • Wells Fargo

      Jun 2010 - Jun 2017
      Portfolio Manager
    • U.S. Bank

      Jun 2017 - Sept 2021
      Portfolio Manager, Private Wealth Management
    • Northern Trust Corporation

      Sept 2021 - now
      Vice President and Senior Portfolio Manager
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Aug 2016
      View certificate certificate
    • Certified Financial Planner

      CFP Board
      Apr 2019