SageView Advisory Group
- Matt Cosgriff
Matt Cosgriff
Svp, Head Of Wealth Management Advisory Services at SageView Advisory Group
Matt Cosgriff, CFP®, CPFA, is the SVP and Head of Wealth Management Advisory Services at SageView Advisory Group. Prior to that role, Matt held the position of Director of Wealth Management at Creative Planning Business Services. Matt has a background in financial planning, investment management, and retirement plan advising. Matt has also completed the Charles Schwab Executive Leadership Program and holds a Bachelor of Arts in Economics & Finance from St. Olaf College.
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Timeline
Svp, Head Of Wealth Management Advisory Services
July, 2023 - present