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Who we are:
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Matthew A. Yanni, CFA, CFP® has over 10 years of professional experience in
the investment business. He spent the first three years of his investment
career in research related roles. These responsibilities provided him an
excellent opportunity to perform research studies on individual companies,
mutual funds and macro-economic issues. He was subsequently promoted based on
both his outstanding research work and superior interpersonal skills to be an
Investment Advisor. In this role, for the next seven years he directly
managed clients’ assets approximating $250 million and was responsible for
over 80 different relationships.
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Matthew's responsibilities required interfacing with numerous sophisticated corporate
executives, wealthy families and high profile clients. These clients
were located in many states across America. His relationship
with these clients became so close that he was frequently treated as a
trusted member of the family and invited to family functions as weddings,
birthdays and other celebrations.
Prior to his full-time work experience, Matthew interned every summer past
high school at a family owned investment consulting firm (Yanni Partners
Investment Consulting). He has never changed professions and has
devoted his entire career to the investment industry.
Matthew’s education and qualifications are outstanding among his peers:
1992 Graduate of North Allegheny High School
1996 B.A. in Economics from Allegheny College
1997 M.B.A. in Finance from the University of Pittsburgh
2000 Earned the Chartered Financial Analyst Designation (CFA) – www.cfainstitute.org
2003 Earned the Certified Financial Planner Designation (CFP®) – www.cfp.net
The CFA designation is a three level examination that focuses on many
different subjects including:
1. Ethical and Professional Standards2. Quantitative Methods
3. Economics
4. Financial Reporting & Analysis
5. Corporate Finance
6. Equity Investments
7. Fixed Income Investments
8. Derivatives
9. Alternative Investments
10. Portfolio Management & Wealth Planning
At the time Matthew passed the CFA designation, each of the three levels were
only offered once per year and had an approximate 60% pass rate associated
with them. Matthew passed each level on his first attempt.
Directly from the www.cfainstitute.org
website - “The Economist ranked the CFA Program as the gold standard among
investment analysis designations”
The CFP designation is a five part exam with a comprehensive cumulative final
exam at the end. Having the CFA designation, Matthew was exempt from taking
the five parts and was just able to sit for the cumulative exam. The CFP exam
tests on the following subjects:
1. General Principals of Financial Planning including Ethics
2. Insurance Planning & Risk Management
3. Employee Benefits Planning
4. Investment Planning
5. Income Tax Planning
6. Retirement Planning
7. Estate Planning
The CFP designation also requires a minimum of three years of work experience
in the delivery of the financial planning process to the client. Also,
the CFP designation requires 30 hours of continuing education reported every
two years (with at least two of those hours qualifying in the ethics
program).
Most industry professionals would consider the CFA & CFP designations to
be two of the most comprehensive investment and financial planning post
graduate designations.
Y&A Firm
Profile Sheet
Outline of Y&A's Investment Philosophy
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