Matt Schaller, CFA®, CFP®
Matt Schaller brings more than a decade of experience in the financial services industry to his role as an adviser with Compardo, Wienstroer, Conrad & Janes (CWCJ) Team at Moneta, a Top 10 Registered Investment Advisory Firm, according to Barron’s. Matt is both a Chartered Financial Analyst® Charterholder and a CERTIFIED FINANCIAL PLANNER™ Professional. His extensive background in client service, coupled with his previous experience as an investment research analyst, offers a unique lens for clients' investment decisions. Matt holds a Bachelor of Science degree in Finance from the University of Missouri–Columbia and earned a Master of Business Administration degree from Saint Louis University. Matt lives in St. Louis with his wife and three daughters.
Email: mschaller@monetagroup.com | Website: monetagroup.com/cwcj | LinkedIn: www.linkedin.com/in/matt-schaller-mba-cfa-cfp%C2%AE-0aa672b7/