Matt Maloy, CIMA®, CFP®
Matt Maloy, is both a Certified Investment Management Analyst (CIMA)® and a Certified Financial Planner (CFP)®. He works extensively with pre-retirees, retirees, women-led households, and increasingly with highly successful Gen Xers considering early retirement. 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 fluent Portuguese and basic Indonesian. During the pandemic, his lockdown project was to learn travel French and brush up on Spanish. Matt and his wife Camila enjoy traveling, hiking with their Springer Spaniel, and sharing the joys of raising their two kids together.
