Member Spotlights
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Matt Munsey, CIMA®, CFP®, CTFA, CAIA®
What do you like about being a member of the Investments & Wealth Institute?
I enjoy being part of a community that takes continuous learning seriously. The Institute has helped me deepen my knowledge, challenge my thinking, and stay engaged.
What is the best financial advice you have received or given?
Time is a finite resource. Use it wisely. Spend it learning, building skills for the future, or helping others. The investment can pay off in more ways than you expect.
What is something not many people know about you?
I’m a music nerd. I sang at Carnegie Hall as a kid and was part of an award-winning a cappella group in college. I’m also in a semi-professional group as an adult. It’s a great creative outlet.
What is a challenge in the industry right now?
Financial topics are overwhelming for many people, which makes clear communication one of our biggest challenges. When people know the “why” behind their decisions, they can feel more confident they’re on the right track.
Are you an early riser or a night owl?
Early riser—I love quiet mornings and use them to get my most pressing work done.
Is there a specific way your Certified Investment Management Analyst® (CIMA®) designation has enhanced your career?
The CIMA® designation strengthened my understanding of portfolio management, which is my current area of focus. It provided a strong foundation for understanding more advanced investment concepts.
What is your favorite book, or what are you currently reading?
I’m currently reading The Psychology of Money by Morgan Housel.
What podcasts are you currently listening to?
The Daily, Up First, The Rational Reminder, Wall Street Breakfast, and Morning Brew Daily.
What are you most grateful for in your life?
I’m most grateful for my family, my health, and the opportunities and experiences I’ve had along the way.
Past Spotlights
Did You Know?
Your Membership Just Got an Upgrade
IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.
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