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
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
COMMUNITY INVOLVEMENT
Rotary Club of Harrisburg
Board of Directors (July 2018 – present)
President (July 2021 – present)
Harrisburg Area Community College (HACC)
HACC Foundation Investment Committee Member (July 2019 – present)
Past HACC Foundation Board Member
Foundation for Children with Intellectual & Developmental Disabilities (FCIDD)
Director (Oct 2019 – present)
Past Treasurer
SPEAKING ENGAGEMENTS
Retirement 567 Seminar Speaker
Hanover Area Chamber of Commerce – Keynote Speaker for “Best & Brightest Ceremony”
OUTSIDE OF 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.