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Mat Powers, CFA®, AIF®, AIFA®

Mat Powers, CFA®, AIF®, AIFA®

Director, Strategic Retirement Solutions

  • Leads efforts working across teams to execute on department goals and ensure quality project execution
  • Directs Commonwealth’s plan investment services, including Commonwealth's 3(38) fiduciary plan service, PlanAssist Investment Management
  • Sets the strategic direction of Commonwealth’s plan investment platform, investment service development, and associated resources and tools
  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Accredited Investment Fiduciary® (AIF®) designation, as well as the AIFA® designation
  • Earned a bachelor’s degree from Syracuse University and a master’s degree in investment management from Boston University
  • Has prior experience at Fidelity Investments, BNP Paribas, and Loomis, Sayles & Co