Matthew C. Jessup
Chief Executive Officer, Managing Partner
Matthew started in the financial planning Industry in August 1999 with UBS Financial Services. He majored in financial services, graduating from Wright State University in 2004. After college, he started to build his client base, learning the wealth management business from the ground up. In November 2009, he separated from UBS to start his own wealth management practice. Matthew has two partners, Erich Rathje and Mark McEvily. They clear their business through Commonwealth Financial Network®, a top independent broker/dealer. Current practice assets under management exceed $150 million as of August 29, 2018.
Matthew resides in Oakwood with his wife, Rachel; sons Rowen and Micah; and daughter Evelyn. He attends Church of the Cross in Kettering and has been active on many nonprofit boards over the years, including the Ronald McDonald House of Dayton, Human Race Theatre, and Oakwood City Schools Foundation. Matthew has been a part of Commonwealth's President’s Club* and has also been consistently named as a Cincinnati Magazine Five Star Wealth Manager**.
*A distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
**Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,667 Cincinnati wealth managers were considered for the award; 427 (26 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com
Chief Operating Officer, Managing Partner
Erich was the first managing partner to join Matthew at Jessup Wealth Management in August 2013. Prior to joining Jessup, he worked close to eight years as the operations manager at a civil engineering firm in Dayton. He attended the University of Cincinnati. Erich resides in Miamisburg Ohio, with his wife, Lindsey; their sons, Cameron and Jayce; and dogs Coda, Bella, and Frank. During his free time, Erich likes to relax with family and always enjoys a good movie night at home. Erich is also an avid sports fan, especially with basketball and football, and is a long-time Indianapolis Colts fan.
Chief Investment Officer, Managing Partner
Mark is the second managing partner to join the firm and did so in fall 2015. Mark, originally from Rochester, New York, came to Dayton to study finance at the University of Dayton. While at the University of Dayton, Mark helped manage the Flyer Investment Fund, a $22 million fund of the university’s endowment. There, he was a consumer staples and discretionary analyst. In summer 2015, he worked for Charles Schwab in Phoenix, Arizona, at an elite RIA program, where he was one of 11 selected out of 150+ applicants. Mark has a twin brother who lives in Columbus, Ohio, and a younger brother who still resides in Rochester. Sports have always been a major part of Mark’s life, and he still enjoys them today. He played ice hockey and golf throughout high school and joined the club golf team at the University of Dayton for a year. He still enjoys playing golf and watching sports during his free time, especially the Buffalo Sabres and Washington Redskins.
Kellie joined Jessup Wealth Management in May 2017 as our client service associate. Prior to working at Jessup Wealth Management, Kellie was a licensed agent/client service associate at RetireMED®iQ. During her time there, Kellie assisted clients with finding individual insurance through the Affordable Care Act and also helped clients with their Medicare plan benefits. Kellie resides in Oakwood with her husband, Chris, and has four stepchildren: Aubren, Liberty, Lovenia, and Topher. She also has two dogs, Cane and Cash. Kellie is originally from Traverse City, Michigan, but she and her husband moved to the Dayton area after he retired from the U.S. Air Force. Kellie likes to spend her free time outdoors, walking the dogs, and woodworking with her husband. They enjoy watching the kids’ various activities.
Aaron joined Jessup Wealth Management as an intern in June 2017, the summer after his sophomore year at Miami University. He is currently in his senior year at Miami University, studying finance in the Farmer School of Business. While at Miami University, Aaron was one of 40 students to participate in Miami’s Wall Street Week program. During this program, Aaron was able to work with Miami alumni and see the inner workings of the New York Stock Exchange. Aaron is from Cincinnati, Ohio, and enjoys playing guitar, fishing, boating and spending time with his girlfriend, Michaela, and their dog Jasper, a Great Pyrenees mix.
Apple joined the Jessup Wealth Management team on April 28, 2018, at just nine weeks old! Apple has been the perfect addition to our close-knit office and we couldn’t imagine a work week without her. Between her several hour naps and playing with her toys, Apple loves to bring a smile to our clients' faces as soon as they walk in the door!