Matthew Kocanda, CFP®, currently serves as Managing Partner in Chicago at Corient since August 2023. Previously, Kocanda held multiple roles at CI BDF Private Wealth from September 2020 to July 2023, including Partner, Wealth Advisor, and Business Development Director, as well as Wealth Manager and Financial Professionals Practice Group Leader. Prior to that, Kocanda was the Owner and Wealth Manager at BDF LLC from September 2016 to September 2020, and also served as Senior Advisor. Kocanda began a career in wealth management at Goldman Sachs Private Wealth Management from May 2010 to September 2016, focusing on portfolio construction and investment management for high-net-worth clients. Kocanda's early experience includes a summer internship at Northern Trust in Wealth Advisory Services. Kocanda holds a Bachelor of Science degree in Finance from Indiana University - Kelley School of Business, earned between 2007 and 2010.
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