Matthew Jaeger is a Paraplanner at Carlson Capital Management. In this role, Matthew works closely with the firm's wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Matthew also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Matthew Jaeger graduated from St. Olaf College with a Bachelor of Arts degree in economics, with an emphasis in finance. While at St. Olaf, Matthew competed as part of the college's rowing team and, for two years, held the role of treasurer. Before joining CCM, Matthew gained industry experience as an intern for a Boston-based investment management firm. In this role, he provided key support to ensure high quality service and efficient portfolio management.
Matthew is a St. Paul, Minnesota, native who now calls Northfield, Minnesota, home. Outside of his time at CCM, Matthew enjoys playing sports, attending car shows, and spending time with friends and family.
In my short time at CCM, I have found it particularly impactful to help clients determine what legacy they want to leave with their wealth and how they want to impact their family and community. In doing this, I have come to appreciate that not every aspect of work can be swiftly crossed off a to-do list. Through many conversations and the deepening of a relationship, we can discuss and implement strategies around a client’s legacy. It is a privilege to hold this responsibility in partnership with my colleagues, and we are honored to bring to bear our entire team’s tremendous knowledge to each client situation and treat it with the uniqueness it merits.