Matt Sommer, PhD, CFP®, CFA®

Matt Sommer is a Managing Director, Head of Specialist Consulting Group at Janus Henderson Investors. His team consists of various subject matter experts across several disciplines including retirement planning, wealth advisory, practice management, and investment strategies. They provide clients actionable insight and expertise they can implement into their business practice to retain and gain clients. Before assuming his current role in 2023, Matt was head of the firm’s defined contribution and wealth advisor services team and lead behavioral finance researcher and wealth strategist. Prior to joining Janus in 2010, Matt spent 17 years at Morgan Stanley Wealth Management and its predecessors, Citi Global Wealth Management and Smith Barney, during which time his roles included director of financial planning and director of retirement planning.

Matthew received his bachelor’s degree in finance from the University of Rhode Island and an MBA with a concentration in finance from Pace University, Lubin School of Business. He received a doctorate degree (dissertation: Three Essays Investigating the Bequest Intentions and Expectations of Older Adults) from Kansas State University. His doctoral candidacy research was selected for publication in the Journal of Financial Planning and the Journal of Personal Finance. Matthew is a frequent guest on CNBC and Bloomberg TV, a regular contributor to Kiplinger’s Building Wealth column and has been extensively quoted in various industry publications including the Wall Street Journal, Barron’s, and Investment News. He holds the Certified Financial Planner (CFP®) and the Chartered Financial Analyst designations. He has 32 years of financial industry experience.