Matt Herman

Matt Herman brings a well-rounded background in wealth management, tax, and investing. He began his career in institutional asset management, most recently at TD Epoch, where he implemented institutional portfolios. He then spent time at Herman & Company, where he handled tax preparation and review for individuals, family offices, and businesses, and provided outsourced CFO services to family office clients. Most recently, he advised ultra-high net worth families at BBR Partners. 

Matt is a Certified Public Accountant licensed in New York. He earned his Bachelor of Science in Finance from Lehigh University in 2007, where he was involved in the investment club and intramural sports and graduated on the Dean’s List. He went on to earn his Master’s in Accounting from St. John’s University in 2017.

Matt joined The CWJ Team in June 2026, drawn by the team’s strong reputation and the opportunity to help further build out its family office capabilities.

What Matt enjoys most about this industry is getting to know the families he works with and helping them solve complex financial problems.

Matt lives in Chicago with his wife, Haley, and their two daughters, Ellie and Charlotte. Outside of work, he’s an avid golfer and loves exploring Chicago’s restaurant scene.