Senior Vice President–Wealth Management
If you’re devoted and intentional, you will realize your full potential. That’s not theory—that’s my own story. I was raised by incredible, passionate parents who showed me the roadmap not to just success, but more importantly, to significance. My mother was a science teacher who inspired driven kids to chase their calling. My father was a legendary high school football coach who knew how to get the best out of his players, even more than they ever thought possible. Their example and wisdom inspired so many of my friends and others in our community to see what was truly possible. They provided the leadership, encouragement, and tools to help you reach your full potential. That ignited a fire in me to serve my clients with that same chase for significance beyond financial success. For me, being a financial advisor isn’t a career - it’s my DNA. I’m called to serve those who need more out of life than a large account size. That’s who I choose to help realize what’s truly possible in life. It’s what we at The Geesman Group work to live out every day because life is too short to stop at financial success. If you’re capable of so much more, isn’t it worth it to see what’s truly possible?
Matt lives in Chicago with his wife Tonya, two children and beloved French bulldog. He enjoys skiing, fishing, music, sports, contemporary art and the culinary arts. His civic involvements include mentorship of underrepresented founders through the UBS VC Pathways program, facilitating art acquisition as a member of the Collection Committee and chairing Emerge at the Museum of Contemporary Art Chicago, and aligning tuition support for children as Director of Corporate and Philanthropic Giving at Friends of Bennett Day School. He supports business owners through the Exit Planning Institute and works closely with UBS leadership to drive local culture through the Financial Advisor Advisory Committee.
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Education
Credentials
Client Associate
Clare joined UBS Financial Services, Inc. in 2017. She specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. Clare graduated from the University of Illinois Urbana-Champaign with a BS in Agriculture and Consumer Economics, with a concentration In Financial Planning. She holds the FINRA Series 7 and 66 securities licenses. When not in the office, she enjoys running, dance, and spending time with family.
Senior Wealth Strategy Associate
Peter earned his BS in Mechanical Engineering and MBA from The University of Alabama. He is also a CFA Charterholder and member of the CFA Society Chicago. In his prior role, Peter was an Investment Analyst at an institutional investment consulting firm where he conducted investment research as well as managed rebalancing, restructuring, and liquidity operations of client portfolios. A lifelong resident of the western suburbs, Peter lives in Elmhurst, Illinois. In his free time, he enjoys working out, watching college football, smoking meats, and playing golf with friends.
Credentials