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Investment Planning Knowledge Circle: The Evolution of Annuities

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In this Knowledge Circle, guest speaker Matt Wright will cover the history of annuities, their basic benefits and functionality, and how they have evolved into an asset class that can be substituted for Equities, Bonds or Alternatives.

Matt Wright, CIMA®

Regional Vice President Annuities

Principal Financial Group

Matthew Wright graduated Magna Cum Laude with a bachelor’s degree in Finance from Rutgers University in 2003.  He began his career as a trader on the Chicago Board of Options Exchange (CBOE) before moving on to trade futures contracts with Lind-Waldock.

In 2006 he joined the wholesaling world with Managers Investment Group representing boutique asset managers ranging from Alternatives to Bonds in Mutual Funds, SMA’s and Asset Allocation Models.  He then spent a decade with Prudential Global Investment Management (PGIM) as a Sub-Account wholesaler in the annuity space followed by a 5-year position with T. Rowe Price in the same role.  Matthew acquired the Certified Investment Management Analyst (CIMA) designation in 2014.

Finally, he landed at Principal in 2022 as the annuity wholesaler covering the southwest.  His mission is to simplify economic, capital market, and annuity concepts for client consumption while helping advisors grow their practice through out of the box client engagement.

Matthew lives in Dallas, TX with his wife Celia, son Sebastian and daughter Camila.  He has over 11,000 skydives, including 5 World Records, is a Level 1 Sommelier and enjoys traveling, cooking, skiing, surfing, golfing, and base jumping.


Investment Planning Knowledge Circle: The Evolution of Annuities
02/27/2024 at 1:00 PM (MST)  |  60 minutes
02/27/2024 at 1:00 PM (MST)  |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available