Matthew Pranaitis, CFA, CAIA

Investment Analyst Years of Experience: 9+

Matthew Pranaitis, CFA, CAIA has nearly 10 years of investment experience within the private wealth management sector, most recently from GYL Financial Synergies. At GYL Financial Synergies, he was a Wealth Advisor where he served as a key member leading the firm’s separately managed account capabilities primarily in the municipal bond and direct indexing space. Matt also served as the main point of contact for various institutional and private high net worth clients. Additionally, he supported the trading and implementation of investment proposals. Prior to GYL Financial Synergies, Matt was at Private Capital Group and Fiduciary Investment Advisors where he also served in client advisory relationships, investment due diligence, financial planning, and portfolio model construction functions. In his current role on Summit’s Investment Team, Matt supports due diligence efforts on public equity markets, taxable fixed income, equity tax solutions, and hedge funds. Matt holds a Bachelor of Business Administration in Finance from Seton Hall University and is also a CFA and CAIA Charter holder.