Matt P.
Partner @Private Vista Llc
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WORK HISTORY
Partner @Private Vista Llc
Chicago, IL, US
Here at Private Vista, our team of trusted advisors works closely with clients to not only build their financial resources, but to align those resources with their life goals. Through our process, we help define their Private Vista – a clear view of how they want to invest not just their money, but also their time and energy to achieve their definition of an enriched and fulfilling life. As a Senior Advisor, my role at Private Vista is to understand a client\'s goals and circumstances. By bridging the gap between financial decisions and life goals, I am able to help clients live out their Private Vista.Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
EDUCATION
University of Illinois Urbana-Champaign
BS, Consumer Economics - Financial Planning, ACES International Minor - European Union Specialization
University of Notre Dame
Master of Science (M.S.), Finance and Financial Management Services
IDEA Verona
Italian Language and Literature, Photography, Art
ABOUT MATT P.
MY FINANCIAL SERVICES CAREER BEGAN IN 2010…My career began at The Advisors Group of Chicago in 2010 as a Financial Planning and Investment Analyst. Over the seven years working there, I learned the careful practice of financial planning and also specialized in investment analysis. Eventually I moved up to serve as an advisor and then joined Private Vista in 2017. As an advisor, I work to develop a trusting partnership with clients by learning about their lives and their personal and professional goals. I try to empathize with their struggles and live vicariously through their successes. Through careful research, I hope to create and implement a sustainable financial and life plan. My fulfillment comes in seeing individuals and families I work with realize their goals.MY PRIVATE VISTAMy Private Vista includes spending time laughing with friends and family. Strong friendships make up the foundation for my life. I also envision an active, outdoors lifestyle where I find peace and gather strength for life’s challenges. Whether it is a strenuous day hike, a long kayak paddle, wading in a river with my fishing pole, or a powder day on my skis – I love my time in the great outdoors. I also hope to continue to enjoy warm afternoons on the golf course, good books on history or finance, mornings at the gym, traveling to new places and bottles of great wine with excellent company.Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
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