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Matthew Norwood

Matthew Norwood

Matthew Norwood

Senior Vice President–Wealth Management

UBS


Matt is highly investigative, critical, reasoned and ultimately creative in determining investment strategies on behalf of clients. Matt has a decade and a half of experience in counseling entrepreneurs on matters related to their business. Their entrepreneurial spirit has driven Matt to become more proactive and persistent.

Matt is a member of UBS's Presidents Council. Prior to joining UBS Private Wealth Management, Matt spent several years at Credit Suisse in the Private Banking division and 11 years before that in corporate banking providing senior debt capital to privately held businesses in the Midwest with JP Morgan and Bank of America. Matt gained broad exposure to entrepreneurial family-owned businesses. That breadth of experience provided Matt with insight into working with entrepreneurs and their advisors in all stages of the business life cycle from start-up to exit.

Matt's passion for investment management began in college where he worked on student-managed portfolios with more than $15 million in University endowed funds under management. After completing his Bachelor's from University of Dayton, Matt continued his education receiving an MBA from the University of Chicago Booth School of Business where he was a Dean's List graduate in Analytical Finance.

Matt and his wife Lindsay have four children and live in Glen Ellyn, IL. His hobbies include health and fitness activities, golf and traveling with his family.

Conference Location

65 W. Jackson Blvd.
Chicago, IL 60604
Tel: (312)427-7800