Matthew Erhardt

Matthew Erhardt joined Lenox Advisors in 2024 as an Associate in the Chicago office, where he works closely with both corporate and high-net-worth clients. Dedicated to delivering tailored financial strategies, Matthew helps clients achieve their long-term financial goals. His process includes a comprehensive analysis of each client’s financial situation, identifying objectives and concerns, assessing current efforts to address those goals, uncovering potential gaps, and presenting personalized solutions to bridge them.

Matthew earned his degree in finance and economics from the University of Dayton, where he was an active member of the business fraternity Alpha Kappa Psi, serving as head of the investing committee. During his studies, he deepened his expertise in client relations and investment strategies through an internship with Monterey Private Wealth. Beyond academics, Matthew was a member of the university’s club golf team and spent seven summers working at LochenHeath Golf Club in Traverse City, Michigan. In his free time, Matthew enjoys skiing, boating, and traveling.

Matthew is Life, Accident, and Health certified and holds his SIE, Series 7, and 66 licenses.