Matt Geesman of UBS is a member of XPX Chicago

Matt Geesman

Wealth Advisor

UBS

Chicago, Illinois

Professional Profile

Call Me When

Call Me When... We often work with really successful family-owned businesses who want a team with enough firepower to proactively handle their personal wealth planning.

Contact Method

matt.geesman@ubs.com or 312-525-4057

Profession

  • Wealth Planner
  • Professional Certifications

    CFPu00ae, CIMAu00ae, CPWAu00ae, CEPA, CRPCu00ae

    Functional Expertise

  • Entrepreneurship
  • Investments
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Multigenerational wealth planning for family-owned businesses is what we do.

    Transition Planning Certification

    CEPA

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Helping families build legacies with intention is who we are.

    Membership

    Chicago Individual

    Member Since

    1 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    I believe that true family legacies are only built through intention and never by accident. Professional teams can help make this happen.

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