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Matthew T Marwitz, CFA®

Matthew T Marwitz, CFA®

Director of Investment Operations

630-382-4464

mmarwitz@wrrwm.com

Matthew serves as the Director of Investment Operations at WRR, where he is dedicated to thoughtfully overseeing and optimizing the firm’s investment services process. With over a decade of experience in the investment industry, Matthew brings a strong background in institutional investment consulting and operational excellence, coupled with a passion for empowering individuals to reach their full potential.

Since earning his CFA Charter in September 2019, Matthew has continued to uphold the highest standards of integrity and analytical rigor in his work. His approach combines strategic insight with a commitment to adding value—for clients and for the greater good.

A proud husband and father of two from Chicago’s Northwest Suburbs, Matthew is deeply rooted in his community. When he’s not at work, he enjoys golfing, endurance sports, experimenting with healthy cooking, and spending time with family.