Matt Kahovec, CAIA, CFP® — Senior Wealth Director (Legacy at TMG) · The Mather Group, LLC

Matt Kahovec, CAIA, CFP® — Senior Wealth Director (Legacy at TMG) · The Mather Group, LLC · Greater Chicago Area.

Direct contact

No direct contact on file for Matt yet.

About

Senior Director at Legacy at TMG (Family Office practice) focusing on leadership initiatives and serving as lead adviser for multi generational families.

I see myself as a guide / expert generalist helping the families I have the opportunity to work with shape their purpose and why across investment, tax, estate, next gen education, governance, and family organization planning.

Experience

Senior Wealth Director (Legacy at TMG)Current
The Mather Group, LLC · Chicago, Illinois, United States
Dec 2024 – Present
Family Office Wealth Advisor
Astraeus Advisers, LLC · Park Ridge, IL
Oct 2014 – Jan 2019
Worked with Ultra high net worth Families helping them navigate all aspects of wealth management, including investment implementation and planning, estate planning and analysis, income tax planning and organization, Financial reporting, and family organization.

Education

Indiana University Bloomington — Finance, Real Estate and Investments · 2004 – 2008
Indiana University - Kelley School of Business — Finance, Finance, General · 2004 – 2008

Skills

OptionsTradingCurrencyCommodityEquitiesTradersDerivativesTrading Systems