Matthew A. Yanni, CFA, CFP®
Principal & Chief Compliance Officer
1996 Allegheny College; B.A. in Economics
1997 University of Pittsburgh; M.B.A in Finance
Matt founded YAIA in January, 2007. Prior to starting the Firm, he was employed as an Investment Advisor with PNC’s Wealth Management Group where he managed high-net worth personal clients. Before that, he spent a few years in PNC’s Equity Strategy and Investment Research Groups. He has passed both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) exams. He has been quoted several times by the newspapers and is involved in several investment/compliance committees in Pittsburgh including the Greater Pittsburgh Roundtable among others.
At YAIA, Matt is responsible for managing the clients’ overall relationship management. His support staff does assist him with the investment research, rebalancing efforts, and client communication. However, he has maintained the direct point of contact for all of the relationships at YAIA. Matt is also certified to sell life and long-term care Insurances in Pennsylvania and a few other states. As insurance is regulated on a state-by-state basis, other states will be added on an as needed basis going forward. He sells these insurances as an individual and not through YAIA.
Matt and his wife, Tara, live in Gibsonia, PA with their three children, Katie, Ella, and Jacob. In his spare time, he primarily spends it with his family or out fishing. Katie plays both school and competitive travel volleyball, Ella is involved with cheerleading and cross country, and Jacob with soccer. Matt and Tara are both heavily involved in their community; Matt is the head coach for Jacob’s Pine Richland travel soccer team. Tara is the President of the Pine Richland Girls Volleyball Boosters Association and also a Board Member for Pine Richland Cheerleaders Parent Association.
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Client Account Administrator / Investment Operations
Kevin recently joined YAIA to assist with handling the Firm’s operations. He brings with him over 25 years of financial industry experience. From the beginning of his career, he developed a keen interest in expanding his knowledge in finance & accounting. He previously worked for a large Pittsburgh-based Investment Company as a Client Onboarding Analyst. In that role, he was responsible for coordinating with various departments within the company to ensure client accounts were operationally ready for activation.
Kevin’s responsibilities at YAIA include assisting with numerous operational & internal account maintenance tasks, system data uploads, client reporting, working with our financial custodian partners, onboarding new clients, and other related duties. Kevin grew up in a small town in northern Pennsylvania and moved to Pittsburgh in 1993 to attend business school where he obtained his Associates Degree in Accounting.
In his free time, he enjoys spending time with his wife Buffie, watching sporting events, attending classic car cruises, and various leisure activities.
Wendy is YAIA’s Administrative Assistant. Wendy’s responsibilities include processing client paperwork, various correspondences with clients, coordinating vendor relationships, and other general day-to-day administrative duties to keep the office running smoothly. A native of Pittsburgh, she grew up in Ohio returning to her hometown to attend Robert Morris College where she earned her Bachelors of Science degree in Business Administration. She resides in Bellevue where she spends her free time doting on her grandson. Wendy is also an avid reader.
Yanni & Associates Investment Advisors, LLC
Call us Anytime: 724.940.0310