Matthew Trontel CFP®, CIMA®, AAMS®
Financial Advisor
Matt joined Baird in 2016 with over 21 years of experience in financial services. His passion has always been educating clients about investing and helping them take control of their financial futures. Prior to joining Baird, Matt began his career with Charles Schwab in 1995, serving in various roles, such as trader, manager of a trading team, and portfolio consultant with oversight of high net worth client’s financial plans and portfolio construction. In addition to his industry experience, he holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.
Matt attended the University of Nevada, where he played football for the Wolfpack, and attained an undergraduate degree in Finance, with a minor in Economics. Matt is a native Nevadan that now lovingly calls Colorado his home. He enjoys being outdoors, and can be found on the slopes in the winter and on 14’ers in the summer. His true passion is traveling, having vowed to get a new stamp on his passport every year.