Matthew Rose, CFA, is the Director of Business Intelligence at CreativeOne Wealth, a position held since 2025. Previously, Matthew worked as the Director of Business Intelligence at Prime Capital Investment Advisors from 2020 to 2025 and as a VP of Performance Reporting and Analytics at Tortoise Capital Advisors in 2020. Matthew has extensive experience in business intelligence and strategy analysis, having served in various roles at Waddell & Reed, Commerce Bank, and CSC, among others. Matthew holds a Bachelor of Arts degree from Northwestern University and an MBA from Washington University in St. Louis - Olin School of Business.
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