Director of Business Development | Wealth Advisor @ (April 2025 - August 2026)
Senior Wealth Strategy Associate @ (June 2021 - May 2025)
Registered Client Service Associate @ (November 2017 - June 2021)
Investment Specialist @ (June 2017 - October 2017)
Summer Intern @ (May 2016 - August 2016)
Summer Intern - Field Leadership Group @ (May 2015 - August 2015)
Matthew Summe Education
University of Kentucky
Bachelor’s Degree (Finance and Financial Management Services)
2013-2017
University of Kentucky
Bachelor’s Degree (International Business)
2013-2017
covington catholic high school 2009-2013
Matthew Summe Summary
Matthew Summe, based in Chicago, IL, US, is currently a Regional Director, Midwest at Dunham. Matthew Summe brings experience from previous roles at STRATOS, UBS, Citi and Merrill Edge. Matthew Summe holds a 2013 - 2017 Bachelor’s Degree in Finance and Financial Management Services @ University of Kentucky. Matthew Summe has 2 emails and 1 mobile phone numbers on RocketReach.
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