Matt Sommer, CFA, CFP™, CPWA®Vice President and Director, Retirement Strategy Group

    Matt Sommer is Vice President, Retirement Strategy Group at Janus Henderson Investors. In this role, he leads the Defined Contribution and Wealth Advisor Services Team. His expertise covers a number of areas including regulatory and legislative trends, practitioner best practices, and financial and retirement planning strategies for high-net-worth clients. Prior to joining Janus in 2010, Mr. Sommer spent 17 years at Morgan Stanley Wealth Management and its predecessors, including senior management roles as director of financial planning at Citi Global Wealth Management.

    Mr. Sommer received his bachelor’s degree in finance from the University of Rhode Island and an MBA, with a concentration in finance, from the Lubin School of Business at Pace University. He is a Certified Private Wealth Advisor (CPWA®) and currently serves on the CPWA examination task force and is an adjunct professor at the College for Financial Planning of the CFP® and CRPS® programs. He is also a Ph.D. candidate at Kansas State. Mr. Sommer holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst designations. He has 25 years of financial industry experience.