Matt Maloy, CIMA®, CFP®

Matt Maloy, is both a Certified Investment Management Analyst (CIMA)® and a Certified Financial Planner (CFP)®.  He works extensively with employers, retirees, pre-retirees, and women-led households.  A former valedictorian at Helena High, Matt studied at Oxford University and Gonzaga University as part of its Honors Program, graduating with a double major in Economics and International Relations.  Prior to joining our firm in 2017, Matt spent eight years as an Economic Officer in the U.S. Foreign Service, serving in the Caribbean, Brazil, and Southeast Asia.  He speaks both Portuguese and Indonesian.  During the pandemic, his lockdown project was to learn basic French and brush up on Spanish.  Matt and his wife Camila enjoy traveling, hiking, and sharing the joys of raising their two kids together.

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