Michael R. Matty, CFA, CFP®, ChFC

Leading Investors Since 1924℠


Michael R. Matty, CFA, CFP, ChFC is the firm's president and also heads the Investment Policy Committee. Before coming to St. Germain, he was Vice President of Investments at Phoenix Investment Counsel, a subsidiary of Phoenix Home Life, as well as a principal at Capital Reflections, Inc., an independent firm supplying investment research and stock recommendations to institutional investors and mutual fund managers. Mike earned both a BA and Masters in Economics from Penn State; in addition, he has his CFP and ChFC designations.

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