Matt Cosgriff, CFP®, CPFA
SVP, Head of Wealth Management Advisory Services
Matt Cosgriff is the SVP, Head of Wealth Management Advisory Services, leading a team of talented and dedicated wealth advisors who provide comprehensive and customized solutions to SageView clients across the country. He is passionate about fostering a culture of excellence, collaboration, and innovation, and leveraging diverse backgrounds and perspectives to deliver exceptional value and service to clients and partners.
Matt’s unique experience as both a retirement plan advisor and wealth management advisor allow him to build consensus around SageView’s business goals while supporting the growth and development of individual advisors.
Before joining SageView in 2023, Matt was the Director of Wealth Management at BerganKDV, where he was responsible for growing and managing the wealth management division, as well as serving as the senior wealth and retirement plan advisor for a select group of clients. Under his leadership, the firm’s assets under advisement grew from $1B to $2.5B and achieved recognition as a Top RIA to Work by InvestmentNews for three consecutive years.
Matt has a Bachelor of Arts degree in economics and finance from St. Olaf College and he holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from Minnesota State University, Mankato.