Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Matt Bailey, CFA is the head portfolio manager at Wealth & Pension Services Group. His responsibilities include investment due diligence, portfolio construction, asset allocation and educating the firm’s advisors and clients through regular investment and market commentary. As a CFA® charterholder, Matt has extensive knowledge of portfolio management, securities analysis and a strong understanding of the financial markets. Additionally, Matt has a strong passion for technical analysis and its application to investing and portfolio management. He is currently a level 3 exam candidate of the Chartered Market Technician® (CMT) program.
Prior to joining Wealth & Pension Services Group, he spent three and a half years at Fidelity Investments working with clients to develop investment strategies focused on diversification through asset allocation. Matt holds a Bachelor’s Degree in Business Administration with an emphasis in Finance from the University of Georgia’s Terry College of Business and holds the CFA® designation. He is also a member of the Atlanta Society of Finance and Investment Professionals (formerly CFA Society of Atlanta), CFA Institute and Market Technicians Association – Atlanta Chapter.