Education

Matthew Bappert, CFP®

Matthew Bappert received a Bachelor of Science degree with a focus in public financial management from Indiana University in 2011.

He began his career the same year at Wintrust Financial Corporation as a credit analyst, with the principal responsibility of underwriting commercial industrial and commercial real estate credit.

In 2013, Mr. Bappert joined FactSet, a provider of portfolio management and analytics software. He consulted institutional portfolio managers, research analysts and wealth management clients. Mr. Bappert joined Northern Oak Wealth Management in 2015.