Matt Curley earned his MBA from the University of Chicago Booth School of Business, where he was profoundly inspired by the entrepreneurial energy of his professors, peers, alumni, and visiting executives. His time at Booth, coupled with years in senior leadership roles in wealth management and a deep passion for improving people’s financial lives, ignited a vision to transform the financial services industry.

He identified a critical gap in the market by observing the two dominant models in wealth management: digital platforms offering do-it-yourself solutions with limited advisor access, and traditional firms relying heavily on in-person interactions but lagging in adapting to modern client needs. Neither approach fully captured the evolving demands for both digital convenience and personalized service.

Determined to bridge this gap, Matt envisioned a new type of boutique firm that would seamlessly integrate cutting-edge digital tools with the high-touch, personalized service that clients crave. From this vision, Excelsior was born!

Excelsior stands as a testament to Matt’s innovative spirit and commitment to redefining wealth management, making high-quality financial advice more accessible and impactful for all clients.