Matt Cooper, CFP®, CRPC®

Matt Cooper is a Wealth Management Analyst and Associate for the Bergman Wealth Management Group. He primarily handles data collection, meeting preparation, and assisting in investment research.

Prior to joining Rockefeller Capital Management, Matt worked at Truist Securities as a Portfolio Management Analyst, underwriting to new and existing clients in the industrials sector that spanned from investment grade to sponsor-owned leveraged transactions, amendments, refinancings, and ancillary credit product approvals within Truist’s investment banking division.

Matt graduated from Indiana University with a Bachelor of Science in Finance and a Co – Major in Digital Technology Management. He holds his Financial Industry Regulatory Authority (FINRA) SIE, Series 7, 63, 65, and 79 licenses. In his free time, Matt enjoys training for marathons, reading, and cooking.