Matthew Currier
CFP®
Financial Advisor
“I value the trust clients place in me and consider it a privilege to guide them through important financial decisions, helping them use their wealth intentionally in support of what matters most to them.”
Matt joined the Cohen Capital team in 2026, bringing over a decade of industry experience to the firm. He is a Certified Financial Planner™ who enjoys getting to know his clients and helping them make informed decisions based on their unique financial circumstances.
Matt values long-term relationships built on trust, transparency, and personalized advice. He is dedicated to serving as a dependable resource for clients to help them seamlessly navigate the financial complexities of life, including investment management, cash flow planning, tax optimization strategies, estate planning considerations, and wealth preservation.
Prior to joining Cohen Capital, Matt gained valuable experience in commercial and private banking with CIBC Wealth Management (formerly The PrivateBank), where he worked closely with successful individuals, families, and business owners. Most recently, he worked with an independent registered investment advisor, partnering with clients on comprehensive financial planning and investment management strategies. Matt’s diverse background allows him to bring a well-rounded perspective to the complex financial needs of his clients.
Designations and Licenses
CERTIFIED FINANCIAL PLANNER® professional
Education
Michigan State University, Bachelor of Science in Finance with a minor in Economics
The American College of Financial Services, CFP® Certification Education Program
More About Matthew
Matt grew up in Metro Detroit and currently lives in Chicago’s River North neighborhood with his wife, Chelsea, and their daughter, Macy. When he is not working, Matt loves family walks along Lake Michigan or the Chicago River with his dog, Ernie. He also enjoys golfing, skiing, and reading whenever he gets the chance.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.