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. Katie is involved in competitive travel volleyball, Ella with cheerleading and gymnastics, and Jacob with soccer. Matt is also the coach for Jacob’s youth soccer team.
Komal Motwani, CFP®
Komal is the Firm’s Investment Analyst. Her responsibilities include providing internal support for investment analytics, portfolio management, research, and will often attend client meetings as well. She meticulously helps oversee ongoing client withdrawals, additions, and other unique cash flow circumstances. She also is a member of YAIA’s investment committee and plays a significant role in monitoring the statistics of YAIA’s underlying investment selections. A true Analyst by trait, she is at her best after fully evaluating the intricate details on the investment projects for our clients.
She passed the Certified Financial Planner in March, 2015 and has obtained both her Bachelor’s and Masters of Science Degrees in Banking & Finance. Originally from India, Komal and her husband Dhiraj reside in Cranberry Township.
Amber de Almeida
Amber is YAIA’s Office Administrator. Her key responsibilities include helping with the onboarding of new clients, assisting with Investment Policy Statements (IPS), drafting various account forms, and supporting YAIA’s quarterly report dissemination. She supports Komal with internal investment spreadsheets and works jointly with Camille (below) on a variety of responsibilities including maintaining accurate client records.
She grew up in Geneva, Ohio and has a B.A. in English from Malone University and an M.B.A. from Point Park University. She now resides in Cranberry Township with her husband, Anthony and son, Alex. Always willing to help, Amber will ensure your transition to YAIA is a smooth one.
Camille L. Simon
Camille is YAIA’s Administrative Assistant. Her responsibilities include various ongoing correspondences with clients, processing client account paperwork, coordinating vendor relationships, and other general day-to-day administrative duties that keep our office running smoothly.
A Pittsburgh native, she is an avid sports fan following the Steelers, Penguins, and Pirates. She resides in her home town of Ambridge with her husband, Doug. Camille’s genuine smile will make you feel at home when you walk in the door!
Yanni & Associates Investment Advisors, LLC
Call us Anytime: 724.940.0310