Matt Schaller CFA, CFP® entered the financial services industry in 2008, witnessing firsthand how emotions can impact investor decisions during turbulent times. He made it his career mission to understand not only investments, but also how they align with his clients’ overall financial plan. This commitment led him to pursue both the Chartered Financial Analyst® (CFA) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations. With extensive client service experience and a multifaceted perspective from his time as an Investment Research Analyst, he guides clients through all aspects of their financial lives.

Matt understands the importance of holistic financial planning and that it goes beyond just investments. He joined Moneta to leverage a deep bench of experts to address all aspects of a client’s financial life. From estate planning and tax strategies to charitable gifting and legacy considerations, Matt and his team are set up to tackle the complexities that high-net-worth families experience.

With Matt’s expertise and the help of his experienced team, he continues to grow his client base, always providing a high-touch, white-glove experience to all high-net-worth families he serves. Clients can expect to be put at ease by his calm demeanor, discretion, and ability to navigate sensitive topics that can arise when speaking about wealth.

When not at work, Matt, his wife, and their three young daughters embrace an active lifestyle. Whether at sporting events (kids or professional), traveling, connecting with friends and family, the Schaller family is always on the move.

Matt’s creativity finds expression in home brewing. It’s a rewarding outlet that complements his financial expertise. He also actively supports Trailnet, an organization advocating for safer streets for pedestrians, cyclists, and transit users in St. Louis. As a board member of Delta Gamma Center, Matt contributes to empowering blind and visually impaired children and their families through specialized services and community support.

EDUCATION

• B.S., Finance, emphasis in Real Estate, University of Missouri – Columbia
• M.B.A, John Cook School of Business (Now Richard A. Chaifetz School of Business), Saint Louis University

PROFESSIONAL DEVELOPMENT

• Chartered Financial Analyst (CFA)
• CERTIFIED FINANCIAL PLANNER® (CFP®)

COMMUNITY INVOLVEMENT

• Board Member, Delta Gamma Center, St. Louis

NEWS & PUBLICATIONS

• Financial Planning – Why TIPS Are Making An Inflation Fueled Comeback
• Fatherly – 5 Ways To Beat Interest Rate Hikes
• Warren Buffet’s Not Worried About Fitch’s U.S. Downgrade. Should You Be?