Matthew Summe

Matthew Summe

Regional Director, Midwest

At a Glance
Midwest Regional Director

Focused on helping advisors grow and attract new assets

Experience in wealth management, business development, and asset accumulation

University of Kentucky - Finance & International Business; FINRA Series SIE, 7, & 66

Matthew Summe serves as a Midwest Regional Director with Dunham & Associates, focused on partnering with financial advisors to help them grow their practices, attract new assets, and offer investment solutions to their clients.

Prior to joining Dunham, Matthew worked across the financial services industry with Citigroup Capital Markets Inc., UBS Financial Services Inc., and Stratos Wealth Partners LTD. Throughout his career, he has worked closely with financial advisors, business owners, and high-net-worth families, including helping business owners navigate the financial considerations surrounding the purchase and sale of businesses.

Matthew earned his degree from the University of Kentucky, where he studied Finance and International Business, and holds the FINRA SIE, Series 7, and Series 66 licenses. Having grown up around the financial services industry, Matthew developed an early interest in the markets and continues to have a strong passion for learning about the investment business.

Matthew serves as Vice President of the University of Kentucky Alumni Club of Chicago, and is a parishioner at Saint Clement Church.

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Matthew Summe – Regional Director, Midwest | Dunham