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Portfolio Manager

Matt Kellermann

Background

Matt assists our CEO with managing our client’s portfolios and is responsible for trading.  Matt  manages our rebalancing and tax loss harvesting process.  Matt is a member of our Investment Committee and has extensive experience researching various investments.  Matt assists our CEO in communicating our investment recommendations to our clients and answering their questions.  Additionally, Matt researches and implements process improvements to streamline our portfolio management and reporting process. Matt has over 15 years of experience in the investment industry.  Prior to joining PFA, Matt was a Senior Financial Analyst at NISA Investment Advisors and worked in the investment management division for Reinsurance Group of America.  Matt received his Bachelor’s Degree in Finance from Missouri State University.