Matt Cosgriff

Wealth management group leader,

Fast Facts

  • Appeared in a few scenes of the MTV show “Made” about a classmate who was trying to become a rapper.
  • Guilty pleasure are Girl Scout Lemonades cookies.
  • Favorite city is Stockholm.

Through hard work and the power of the pen, Matt Cosgriff is creating a ripple effect in his firm and the industry. As leader of the wealth management division of BerganKDV, he oversees a team of 25.

“I get a lot of energy around leading a team," Mr. Cosgriff said. “It can multiply your impact.”

He has also been increasing his impact by implementing and sharing new ideas. When he joined the firm five years ago, he was invited to build and launch an internal practice to serve Gen X and Gen Y clients, in addition to working on retirement plans.

Mr. Cosgriff, who aspires to be an industry thought leader, has shared his experiences as an “intrapreneur” by blogging, podcasting for the XY Planning Network and speaking at national and regional conferences. He discusses issues such as branding, service models, the cost of client acquisition and the need for a long-term internal commitment.

“There’s been a lot of industry conversation regarding next-gen advisers serving next-gen clients," he said. “What’s less discussed is how larger organizations do that.”

They need his insights.

“It’s only getting harder to recruit,” Mr. Cosgriff said, “and you have to have a pretty compelling [offering] to keep young talent.”

— Deborah Nason


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