Matt B. Bailey, CFA, head Portfolio Manager at Wealth & Pension Services Group in Smyrna, GA has earned the prestigious Chartered Financial Analyst® (CFA®) designation.
The CFA charter, the most respected and recognized investment credential in the world, represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.
The CFA Program, which is administered by CFA Institute, the global non-profit association of investment professionals, sets a standard that is acknowledged around the world for measuring the competence and integrity of financial analysts, portfolio managers, and investment advisers. Currently, more than 100,000 investment professionals in 135 countries and territories hold the CFA charter.
The first CFA exam was administered in 1963. Due to the rigor of the program, only around one in five candidates who enroll in the CFA Program pass all three exams and meet the professional and ethical requirements to earn the charter. Earning the designation demonstrates mastery of the skills most needed for investment analysis and decision making in today’s fast-evolving global financial industry.
Administered worldwide in English, the CFA Program is firmly grounded in the knowledge and skills required every day in the investment profession and covers ethical and professional standards, securities analysis and valuation, international financial statement analysis, quantitative methods, economics, corporate finance, portfolio management, and performance measurement.
Matt is the head portfolio manager and director of research 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.
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. He has considerable client facing experience and takes pride in educating individuals on the financial markets and benefits of utilizing active investment management. “Investing is a long-term process and at times can require great patience. Setting proper expectations such as this is critical to maintaining long lasting client relationships,” says Matt.
Matt holds a Bachelor’s Degree in Business Administration with an emphasis in Finance from the University of Georgia’s Terry College of Business. He is also a member of the CFA Society of Atlanta and the CFA Institute.
About CFA Institute
CFA Institute is the global association for investment professionals. It administers the CFA and CIPM curriculum and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 115,000 members, who include the world’s more than 100,000 CFA charterholders, in 138 countries and territories, as well as 138 affiliated professional societies in 60 countries and territories. More information may be found at https://www.cfainstitute.org or [email protected].
ABOUT WEALTH AND PENSION SERVICES GROUP
Wealth and Pension Services Group is an independent SEC-registered investment advisor. WPSGI provides comprehensive wealth management advice, portfolio management, and insurance services. Wealth and Pension Services Group also has a dedicated corporate retirement benefit arm, 401kProAdvisor that seeks to improve retirement plan outcomes for Participants while lowering costs and providing consultative fiduciary services to Plan Sponsors. WPSGI currently manages assets in excess of $300 million, assisting individuals, families, and institutional clients in multiple states. For more information and to learn how Wealth and Pension Services Group can help you and/or your business, please visit www.wealthandpension.com CONTACT: Michelle O’Leary 770-333-0113 x101 Wealth and Pension Services Group Inc.