A man in a suit and plaid shirt is sitting on a stone wall.

Matt Staub

Financial Advisor, CFA

Partner & Chief Operations Officer

Matt Staub began his career in financial services in 2011 when he joined Pilot Capital Management. Matt holds his securities license and obtained his Chartered Financial Analyst (CFA) designation in 2015. His primary duties include serving individuals and institutions with their planning and investment needs, as well as serving as PSI’s Chief Operating Officer.


Professional Degrees & Industry Designations

  • Temple University – MA, Economics 2012
  • Lebanon Valley College – BS, Business Administration & Economics, 2010 Cum Laude


Professional Affiliations/Memberships

  • CFA Institute – Chartered Financial Analyst (CFA) Charterholder
  • CFA Society Baltimore
Cfa institute charterholder matthew cyril staub , cfa charter awarded 2015

Community Involvement

  • Rotary Club of Harrisburg
  • Board of Directors (July 2018 – June 2024)
  • President (July 2021 – June 2022)
  • Harrisburg Area Community College (HACC)
  • HACC Foundation Investment Committee Member (July 2019)
  • Past HACC Foundation Board Member (July 2019 - Present)
  • Foundation for Children with Intellectual & Developmental Disabilities (FCIDD)
  • Director (Oct 2019 – Sep 2023)
  • Past Treasurer


Outside the Office

Matt grew up in Hanover, PA and he met his wife, Sarah, in high school. They have been married since 2015 and now live in Harrisburg, PA. They enjoy finding new and cool restaurants to try, eating great food, traveling and spending time with friends and family. Matt also enjoys running, being outdoors, watching and playing sports and volunteering his time towards worthy causes.