Matthew Kocanda Email & Phone Number
Managing Partner, Chicago @ Corient
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Matthew Kocanda Location
- Chicago, IL, US
Matthew Kocanda Work
- Managing Partner, Chicago @ (August 2023 - Present)
- Partner, Wealth Advisor and Business Development Director @ CI BDF Private Wealth (January 2022 - July 2023)
- Wealth Manager and Financial Professionals Practice Group Leader @ CI BDF Private Wealth (September 2020 - January 2022)
- Owner, Wealth Manager, and Financial Professionals Practice Group Leader @ BDF LLC (December 2019 - September 2020)
- Wealth Manager and Practice Group Leader @ BDF LLC (December 2017 - December 2019)
- Senior Advisor @ BDF LLC (September 2016 - December 2017)
- Financial Investment Professional @ (May 2010 - September 2016)
- Summer Intern @ (May 2009 - August 2009)
Matthew Kocanda Education
- Indiana University - Kelley School of Business
BS (Finance)
2007-2010
Matthew Kocanda Skills
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Risk Management
- Tax Planning
- Wealth Management Advisory services for financial professionals
Matthew Kocanda Summary
- Matthew Kocanda, based in Chicago, IL, US, is currently a Managing Partner, Chicago at Corient. Matthew Kocanda brings experience from previous roles at CI BDF Private Wealth and BDF LLC. Matthew Kocanda holds a 2007 - 2010 BS in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Estate Planning, Financial Planning, Insurance Planning, Investment Management, Risk Management and more. Matthew Kocanda has 2 emails and 1 mobile phone numbers on RocketReach.
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