Matt Heimann

Matt Heimann, CFA, is the Chief Investment Officer at CreativeOne Wealth, based in Kansas City, MO. He leads the firm's investment strategy and asset allocation across all client portfolios, working closely with executive leadership to deliver personalized wealth management solutions. As CIO, he is responsible for overseeing investment processes, risk management, and portfolio construction for over $4.5 billion in assets under administration.

His expertise spans multi-asset portfolio management, with particular emphasis on U.S. equities, fixed income, and alternative investments designed for both private clients and institutional investors. Heimann has a strong track record in developing investment solutions tailored to evolving client needs, drawing on deep experience in sophisticated asset allocation and risk-adjusted portfolio design.

Previously, he served as the Chief Investment Officer at Logia Portfolio Management and was Director of Asset Management at CreativeOne Wealth prior to his CIO appointment. He holds an MBA in Finance and Entrepreneurship from the University of Missouri–Kansas City and a Bachelor of Science in Business Administration (Finance) from the University of Missouri–Columbia. Heimann is a Chartered Financial Analyst® (CFA), recognized for his contributions to fiduciary advisory standards and holistic wealth management in the independent advisory space.