At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase the group of hard-working individuals we have. Our employees are extremely dedicated, committed, and driven to provide our clients with the best possible service and care. In this week’s edition of PCG’s Get To Know Us Wednesday, we will highlight our current Associate Advisor, Matthew Pranaitis.
Born and bred in Windsor, CT, Matt joined Private Capital Group in early 2019 after spending three years at Fiduciary Investment Advisors as a Research Analyst, working with endowments, foundations, and defined benefit plans. Matt currently assists Private Capital Group’s financial advisors and their clients with portfolio construction and their investment management needs.
When asked about his experience working at PCG, Matt believes that working as closely with the advisors “allows him to learn from well-seasoned and experienced advisors who specialize in many different aspects of financial planning, estate planning, and wealth management.”
Although Matt spent most of his early life in Hartford County, he decided to venture outside of Connecticut to attend college at Seton Hall University, where he graduated Magna Cum Laude in Finance. Matt thoroughly enjoyed his experience at Seton Hall University and still donates regularly to his alma mater. His love for financial education did not stop once he left South Orange, New Jersey, though. Matt believes that continuing to expand his knowledge in anything financial will allow him to better service his future clients. Matt has successfully passed his Series 65 and CFA Level I and II tests. He hopes to add the Chartered Financial Analyst, otherwise known as CFA, designation next to his name, as he prepares to take the CFA Level III examination later this summer. The CFA designation is a highly coveted designation, where only 38% of all applicants pass all three levels and obtain the credential.
When he is not devoting time to his career, Matt enjoys anything sports related. During the past few months, he even decided to build an “at-home” putting green to work on his golf short-game. He hopes to translate his at home putting practice into shedding a few strokes off his overall scorecard at the local green. Matt also tries to attend as many baseball, college basketball, and hockey games as he can, and is especially fond of New York Rangers games.
Private Capital Group is extremely excited to have Matt as a part of our team. His dedication and commitment to assisting the advisors in servicing their clients and continuing his financial education will propel him into becoming the best financial advisor he can be for his clients. We cannot wait to see what the future has in store for Matt both at PCG and beyond! We hope you can meet Matt in person and learn a little more about his story when we are able to have you back in the office.
If you would like to learn more about Matt, please click on the link to view his “Quick Fire” answers. Also, be sure to check him out on LinkedIn!
- First and Last Name: Matthew Pranaitis
- Nickname: Matt
- Job Title: Associate Advisor Investment Management
- Hometown: Windsor, CT
- City and state you currently live in: Windsor, CT
- College Graduated: Seton Hall University-BSBA
Expertise and Work Experience
- Professional Expertise/Specialization: Investment Management/Asset Allocation
- What did you do before working at PCG? Client Analyst at Fiduciary Investment Advisors. Working primarily with plan design for Endowment and Foundations.
- Favorite Part about working with PCG clients: Giving them peace of mind
- Why do you enjoy working at PCG?: Get to learn a lot from well-seasoned advisors and working with my teammates
- All Designations/Certifications: Series 65
- Proudest Accomplishment: Passing the second level of the CFA exam
Charity and Organizational Involvement
- Charity Name: Seton Hall University
- Level of Involvement: Donate during the university’s annual day of giving
- Why is this charity/organization important to you? Alma mater
Personality and Other
- New Hobby or Activity During Stay-at-Home: Home office putting green
- Favorite type of music: Hip-hop
- What has COVID-19 made you appreciate most?: Family and friends
- Favorite Book: The Big Short: Inside the Doomsday Machine by Michael Lewis
- Favorite Sports Team: New York Rangers
- Favorite activity/hobby outside the office: Travel, going to baseball, college basketball, and hockey games
- Dogs or Cats: Allergic to cats
- First job: Client Analyst at Fiduciary Investment Advisors
- Dream travel destination: Monaco and Dublin
Be sure to follow Private Capital Group on our social media pages and tune in every other Wednesday to learn more about the Private Capital Group team. As always, we hope that you and your loved ones are staying safe and healthy.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice. A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
Please Note: If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. PCG shall continue to rely on the accuracy of information that you have provided.
If you do not want to receive further editions of this newsletter, please contact Private Capital Group at 860.561.1162, or e-mail: firstname.lastname@example.org, or write to us at Private Capital Group, LLC, 29 S. Main Street, West Hartford, CT 06107.