Session date and time
May 1, 2023
1:30 - 2:20 p.m.
Matt Sommer will help advisors leverage insights into investor psychology and implement strategies to protect and grow their clients’ wealth. Key implications for advisors:
Matt Sommer is Head of Janus Henderson Investors’ Specialist Consulting Group. 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. Prior to joining Janus in 2010, Dr. Sommer 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.
Dr. Sommer 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. Dr. Sommer is contributing author to Kiplinger’s Building Wealth column, a frequent guest on CNBC and Bloomberg TV and has been extensively quoted in various industry publications including the Wall Street Journal, Barron’s and Investment News. He has 30 years of financial industry experience.