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 and graduated 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 and founded Jessup Wealth Management in Oakwood, Ohio.
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 several nonprofit boards over the years, including the Ronald McDonald House of Dayton, Human Race Theatre, Dayton Art Institute’s Planned Giving Council, and Oakwood City Schools Foundation. Matthew has been a part of Commonwealth's President’s Club* and has also been 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 reflects the most recent year for which the 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 longtime Indianapolis Colts fan.
Chief Investment Officer, Managing Partner
Mark is the second managing partner to join the firm, doing so in the fall of 2015. Originally from Rochester, New York, Mark moved to the Midwest to study finance at the University of Dayton. While a student, Mark helped manage the Flyer Investment Fund, a $22 million fund of the university’s endowment, as the consumer staples and discretionary analyst. In the summer of 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 stays active in the community by meeting with student business organizations at UD, and he is also a member of the Big Brothers Big Sisters Community in the Miami Valley.
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 their kids’ various activities.
Aaron joined Jessup Wealth Management as an intern in June 2017, the summer after his sophomore year at Miami University. He graduated from the Farmer School of Business, where he studied finance. 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 fiance, Michaela, and their dog, Jasper, a Great Pyrenees mix.