Matthew Wallace Cooper
Investment adviser representative at Cresset Asset Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$78.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Cresset Asset Management, LLCApr 2026 to now
- Rockefeller Capital ManagementSep 2022 to Apr 2026
- Truist SecuritiesJul 2021 to Aug 2022
- Sun Trust Robinson Humphrey (truist Securities)Jun 2020 to Aug 2020
- Merrill LynchMay 2019 to Aug 2019
- Elsmore Swim ShopMay 2018 to Jan 2019
- Indiana University BloomingtonAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Carmel High School and Carmel Middle SchoolJul 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Cresset Asset Management, LLC
$78.9BAssets managed
4,911Clients
211Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7119491
- Firm CRD
- 288566