Matthew Callero is the President of Callero Capital Management. He has been serving investor needs in financial services since 2002. As a Chartered Retirement Planning Counselor, he specializes in providing comprehensive wealth management services which includes asset management, ERISA plan design and ongoing management, retirement income planning, insurance planning, and estate preservation.
Matt earned a B.A. in Communications from Spring Hill College in Mobile, Alabama in 2002. He earned the Certified Financial Planner degree from Northwestern University and the Chartered Retirement Planning Counselor, CRPC® designation from The American College for Financial Planning.
Matt holds the FINRA Series 7, Series 65, Series 63, Series 6, Illinois Life, Health, Fixed and Variable Annuity licenses.