Christy Gayl Matzen
Investment adviser representative at Sapient Capital LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sapient Capital, LLCJul 2024 to now
- Northstar Investment Advisory LLCDec 2022 to Jul 2024
- JP Morgan ChaseAug 2022 to Dec 2022
- Zoe FinancialAug 2021 to Jun 2022
- Goldman Sachs & Co. LLCJan 2021 to Jul 2021
- The Ayco Company, L.p./mercer AlliedJan 2015 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sapient Capital LLC
$13.8BAssets managed
1,017Clients
37Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6155768
- Firm CRD
- 324899