Matt Ullmer is a seasoned wealth advisor currently working at Corient since July 2023, contributing to one of the largest integrated fee-only Registered Investment Advisors in the U.S. Prior experience includes a long tenure at CI Budros Ruhlin Roe as both Wealth Advisor and Wealth Management Administrator, alongside roles at J.P. Morgan as a Trade Support Specialist and Nationwide Retirement Solutions, Inc. as a Senior Financial Services Representative. Matt's career began at The Ohio State University Department of Athletics, where responsibilities as Men's Basketball Team Manager were undertaken. Educationally, Matt holds a Bachelor's Degree in Family Resource Management Studies from The Ohio State University, earned between 2004 and 2008.
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