Matthew Langhorst CFP®,CIMA®, CPWA®, CEPA

Private Advisor, Managing Director

An industry veteran since 2000, Matt is the senior member and co-founder of Moore Langhorst Wealth Partners. Matt joined Rockefeller in May of 2022. He began his career as a Financial Advisor with Morgan Stanley in Chicago, and in 2004 moved to UBS to work in the Dallas-Fort Worth market.

As a dedicated Advisor, Matt is a CERTIFIED FINANCIAL PLANNER™ and works closely with clients, overseeing and tailoring portfolios to clients’ needs. He has years of experience in selecting top institutional money managers, as well as customizing equity and exchange traded fund models. Matt is uniquely qualified to provide a comprehensive evaluation on a wide range of financial needs, with customized solutions to position his clients for financial success. He has a carefully selected team of professionals who have a broad base of skills to deliver a fully integrated wealth management plan.

Matt is a graduate of Drake University with a Bachelor of Arts Degree and also holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. Matt also hold his Certified Private Wealth Advisor® certification from Chicago Booth School of Business – a certification focused on analyzing and developing strategies for the unique challenges high-net-worth individuals face. Matt is also a Certified Exit Planning Advisor. He maintains his Series 7, 31, 63, and 65 securities licenses.

Matt is a member of the Investment Management Consultants Association. Matt has two wonderful children.