Matt Cleary is a Relationship Manager in the Institutional Services Department at Schwartz & Co. In this role, he provides service and support to the firm's retirement plan clients, including plan sponsors and participants, while also assisting the registered investment professionals within the department.
Prior to joining Schwartz & Co., Matt worked with the Institutional Services Group at Northern Trust in Chicago and with Comerica Bank's Charitable Trust and Institutional Services Group, where he gained extensive experience serving institutional clients and supporting fiduciary relationships.
Matt is a graduate of Brother Rice High School and earned a Bachelor of Business Administration in Accountancy from Western Michigan University. He currently resides in Bloomfield Hills with his wife, Stephenie, and their three children. Outside of work, Matt enjoys attending his children's activities, golfing, and spending time with family and friends.