Matthew ErkerCPA, CFP®
Matt earned his Bachelor of Science in Business Administration from DePaul University. Prior to joining Moneta in 2016, Matt worked in various tax and financial roles serving companies and individuals. He started his career at a regional accounting firm in Chicago, where he provided tax advice to both individuals and companies. He then moved to PwC and worked exclusively with hedge funds and private equity clients, helping them navigate complex tax issues. After PwC he joined Alvarez and Marsal, a global management consultancy, and worked in their Transaction Advisory Group providing buy/sell side due diligence for private equity clients. Most recently, he was at the CME Group working with executives to help them understand and work through various financial and operational risks each of their departments faced.
All this experience allows Matt to look at clients’ financial issues from many different angles, which results in customized solutions to their specific needs. After years of working in several different client service and corporate roles, Matt felt the desire to focus solely on working with successful individuals and families. He cherishes the personal component of his role and is excited to continue to meet and work with amazing clients throughout his career.
Matt and his wife live in University City with their son and Wheaton Terrier. Outside of work you can find Matt trying new restaurants, training for triathlons or traveling. He also serves as Treasurer for Burns Recovered Support Group, an organization providing support for burn victims.
- BSB, Business Management (DePaul University, Driehaus College of Business)
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNERTM