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Trading and Portfolio Manager

Matt Kellermann

I act as your legal fiduciary.

Background

Matt received his Bachelor of Science Degree in Finance from Missouri State University.   He has spent the past ten years working in institutional finance.  Matt was a Senior Analyst at NISA Investment Advisors and worked in the investment management division for Reinsurance Group of America.  Matt’s knowledge and experience with portfolio management software will be very helpful in his new position with PFA as we implement new technology to streamline our trading and reporting process.

Matt is responsible for managing our trading process, monitoring & rebalancing client portfolios on an ongoing basis, and reconciling all securities transactions.   Matt is a member of our investment committee and will provide research & financial analysis on the securities and funds that we recommend to our clients.  He also assists our Wealth Managers in communicating our recommendations to clients and answering client questions regarding their investments.  Additionally, Matt leads our due diligence process for evaluating and selecting new portfolio management software that will streamline our trading and reporting process.