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Matt B. Bailey Earns Prestigious CMT Designation

| February 23, 2015
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Matt B. Bailey, CFA, CMT head Portfolio Manager at Wealth & Pension Services Group in Smyrna, GA has earned the prestigious Chartered Market Technician® (CMT®) designation.

The Market Technicians Association (MTA) was incorporated as a not-for-profit Association in 1973, but began holding meetings as early as 1971. The MTA is a not-for-profit professional regulatory organization servicing over 4,500 market analysis professionals in over 85 countries around the globe. Its main objectives involve the education of the public, the investment community and its membership in the theory, practice and application of technical analysis.

The MTA's Chartered Market Technician (CMT) program, the industry’s gold standard in technical analysis, took years to get off the ground and many people worked hard to make it happen in the second half of the 1980’s. The first tests were given and the first CMTs were granted in 1989. In 2005 the NASD submitted a rule filing with the Securities and Exchange Commission to accept the CMT 1 and 2 as an alternative to the Series 86 examination required of financial analysts.

The CMT Program requires candidates to demonstrate proficiency in a broad range of topics in the field of Technical Analysis. The Program consists of three levels. The CMT Level I and CMT Level II exams are multiple choice while CMT Level III exam is in short answer and essay form.

The CMT designation demonstrates to clients and potential clients, employers and potential employers, and one’s colleagues and peers that they are a professional in the field of Technical Analysis.

Matt Bailey 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 and is a Chartered Market Technician® (CMT) charterholder.

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 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.


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 CONTACT: Michelle O’Leary 770-333-0113 x101 Wealth and Pension Services Group Inc.

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