Noelle Matkovich
Senior Operations Specialist
Milwaukee - WI
Noelle Matkovich is a Senior Operations Specialist with Crescent Grove Advisors with over thirty years of financial services experience. Noelle is responsible for providing comprehensive service for clients of the firm. This includes establishment and maintenance of accounts, coordinating transactions and managing the day-to-day workflow for the firm. Noelle is also the Account Administrator for the Cedar Street Charitable Foundation.
Prior to joining Crescent Grove Advisors, Noelle was the Client Support Manager at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Before joining Cedar Street Advisors, Noelle spent the majority of her career working for Marshall & Ilsley Bank Corporation in the Private Banking Division, as a Customer Support Manager.
Born and raised in Milwaukee, Wisconsin, Noelle received her associate degree from Milwaukee Area Technical College. She and her husband Allen reside in Milwaukee and have two grown children. In her free time, Noelle enjoys traveling, exercising, and spending time with family and friends.