Matthew Bappert, CFP®

Matthew Bappert received a Bachelor of Science degree with a focus in public financial management from Indiana University in 2011.

He began his career the same year at Wintrust Financial Corporation as a credit analyst, with the principal responsibility of underwriting commercial industrial and commercial real estate credit.

In 2013, Mr. Bappert joined FactSet, a provider of portfolio management and analytics software. He consulted institutional portfolio managers, research analysts and wealth management clients. Mr. Bappert joined Northern Oak Wealth Management (now 1834 Investment Advisors) in 2015.