Bridges Trust
Matthew Moreno is a seasoned compliance professional with extensive experience in various roles across the financial and legal sectors. Currently serving as a Senior Compliance Analyst at Bridges Trust since September 2023 and as the Chief Compliance Officer at WealthPlan Investment Management since July 2022, Matthew Moreno has developed a deep expertise in compliance governance. Previous roles include Field Support Governance Specialist at Wells Fargo Advisors, Assistant Vice President Cybersecurity Analyst at Bank of the West, and CCO and Office Manager at CONTINUUM FINANCIAL, LLC. With a legal background as an Attorney at Matthews Law Office, LLC, and Agency Supervisory Officer/Office Manager at MassMutual, Matthew Moreno holds a JD from Creighton University School of Law as well as a BJ in Broadcasting from the University of Nebraska-Lincoln.
Bridges Trust
We are Bridges Trust. A privately-owned trust and wealth management firm, we provide comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations. Please visit our website for additional information and important disclosures at: www.bridgestrust.com