Matt Palmer, CAP®
Maximizer – Belief – Positivity – Connectedness – Responsibility
Matt is CEO of the company and a client advisor. At The Joseph Group, Matt is passionate about building the firm’s culture and mentoring the Team with one goal in mind – helping our clients live great lives.
Prior to founding the company with his brother Mark, he was a principal of Professional Planning Consultants, Inc. and served as president of its investment advisory subsidiary, Portfolio Consultants, Inc. Earlier in his career, Matt was a vice president of the Huntington Trust Company where he served as a member of both its investment and management committees.
Matt is a summa cum laude graduate of Ohio Wesleyan University and earned a Master’s degree from Harvard University. He is a former board chair of The Catholic Foundation and a former trustee of the Bexley Education Foundation. Matt presently serves on the professional advisory committee of The Columbus Foundation.
He and his wife Lisa have three daughters and reside in Bexley where they are members of St. Catharine Church. Matt hopes to one day hike through Italy, Portugal and Spain and in his free time, would like to learn to play the bag pipes.