Matthew A. Gaines CFA, CFP®

BS, Personal Finance, University of Wisconsin-Madison

Professional Certifications

Chartered Financial Analyst®


Passionate University of Wisconsin sports fan, heavily involved in charitable work, enjoys the outdoors, live music and new dining experiences

Matthew A. Gaines

Matthew A. Gaines provides objective investment advice to wealthy individuals, families and foundations.

Matt began his career at Altair in 2005 as a summer intern and joined the firm as an Associate Consultant, upon graduating from college. He was promoted to Consultant in 2009, Senior Consultant in 2013, and Director in 2017.

Matt is very involved in the Jewish community. He is a member of JUF’s Professional Advisory Committee and the Legacies & Endowments Committee. JUF/Federation is one of the largest non-profit social welfare institutions in Illinois, providing critical resources that bring food, refuge, health care, education and emergency assistance to 300,000 Chicagoans of all faiths and two million Jews around the world. In 2016, Matt was named to Oy! Chicago’s 36 Under 36 list. Additionally, Matt serves on the Jewish Council for Youth Services (“JCYS”) Board of Directors. JCYS offers educational, recreational and leadership experiences at family centers, summer camps and specialty programs that nurture each child’s individual spirit, imagination, confidence and talents.

Matt is a CERTIFIED FINANCIAL PLANNER™ certificant and a CFA® charterholder. He holds a degree in Personal Finance from the CFP Board Certified Financial Planning Program at the University of Wisconsin-Madison and is a member of the CFA Society of Chicago.

Matt and his wife Sarah, along with their two daughters, reside in Highland Park.

Please see important disclosures regarding accolades here.