Siobhan Matty
Assistant First Vice President, Financial Advisor, St. Germain Investment Management: Age 35
Siobhan Matty recalls her father’s commentary when Paul Marchese, director of Business Development for St. Germain Investment Management, suggested she join the firm her dad served as president.
“His response was, ‘you can hire her — I can’t,’” she said with a laugh, adding that, eventually, he did, suggesting that her strong social skills would translate well into work as a financial advisor — and work within the community as well.
Turns out, he was right about all that.
Indeed, Matty has established herself as an advisor with a strong ear, and also one with a big heart, volunteering her time, energy, and talent to several institutions and causes.
“Siobhan’s advancement in this field is a direct result of her earnest and compassionate nature,” wrote Mary Orr, media specialist for Trinity Health Of New England, who got to know Matty when she became friends with her daughter. “She gets to know her clients as people with needs, not only as the individual they are, but also with needs that may change as they age due to illness, divorce, or loss of a loved one.”
When asked what she liked about her work, Matty was direct. “I like helping people; it’s that simple — knowing what they have and what they need to do. It’s not about ‘what’s the hot stock?’ — and you do get asked that sometimes. I tell them, ‘that’s not what we’re doing.’”
While listening to her clients and helping them meet their financial goals, Matty is also involved in the community on many levels.
She currently serves as a board member and a development committee member for Glenmeadow Retirement Community and as a board member and marketing committee member for the Springfield Public Forum. She has previously served on boards for the Ronald McDonald House in Springfield and New Haven, Conn., the United Way of Pioneer Valley, and Link to Libraries.
She also volunteers with Junior Achievement of Western Massachusetts, most recently participating in the organization’s 20th annual Stock Market Challenge, and as a celebrity bartender at the agency’s recent fundraiser.
Giving back has been a pattern throughout her life and career. Indeed, following the suicide death of a high school friend, she worked with that friend’s mother to organize the Kayla Rae Clark Walk to raise money to support the addiction recovery program at the former Providence Behavioral Hospital in Holyoke.
That’s just more example of how Matty has always focused on making a difference in the lives of others.
—George O’Brien
