/Conferences/2018/Focus-on-Advising-the-Great-Wealth-Transfer/

Matt Sommer, CPWA®, CFA®, CFP®, Vice President

Janus Henderson Investors

Matt Sommer, vice president, Janus Henderson Investors, leads the defined contribution and wealth advisor services team. In this role, he provides advice and consultation to financial advisors surrounding some of today’s most complex retirement issues. His expertise covers a number of areas including regulatory and legislative trends, practitioner best practices, and financial and retirement planning strategies for high-net-worth clients. Previously, Mr. Sommer spent 17 years at Morgan Stanley Smith Barney and its predecessors. He held a number of senior management positions including director of financial planning at Citi Global Wealth Management and director of retirement planning at Smith Barney. He serves on the Investments and Wealth Institute® Wealth Management Committee and CPWA® Examination Subcommittee. He earned a B.S. in finance, University of Rhode Island, and an MBA with a specialization in finance, Lubin School of Business, Pace University.
 
Show Full Biography
Bronze