Matthew Carter is a highly skilled relationship builder who has expertise in investments and finances, with knowledge that includes Limited Partnerships and Private Placements. He is a self-starter who has experience in trade settlements for Commercial Paper, Equities, Bonds, and CMOs. He is also an innovative thinker who develops new procedures or reports to help streamline decision-making processes. As a Portfolio Administrator, he initiated an expense recovery system that had never been implemented and got the division reimbursed for over $20,000/year in travel expenses. He also managed a portfolio of investments, which had long been written off, and recovered over $10 million in cash. Matthew is an effective team player who has led many initiatives and energized individuals to help improve the division and the company. He has received numerous awards and recognition, including awards from the Chief Investment Officer and the Diversity Council.

Matthew holds a Master of Business Administration (MBA) in Organizational Behavior Studies from Lake Forest Graduate School of Management and a Bachelor of Science in Agribusiness/Agricultural Business Operations from Illinois State University. In his spare time, he works as a Table Game Dealer at Rivers Casino Des Plaines and has previously worked as a Client Success Specialist at Explorance, a Client Advisory Specialist at Gartner, and a Contractor at Accounting Principals.