InTrack Investment Management, Inc.

Brett Peltzer is a CFA® charterholder with 21 years of industry experience. He has been with InTrack Investment Management, Inc. since 2015 and also leads Peltzer Capital Management LLC. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm employs a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning and held-away account management through third-party platforms.

Matthew Johnson is a CFA® charterholder with 19 years of industry experience. He has worked at Sopher Investment Management, Inc. since 2007. Johnson is based in South Burlington, Vermont, and is part of a five-advisor team at InTrack Investment Management, Inc. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, foundations, municipal organizations, corporations, and participant-directed retirement plans. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with discretionary portfolio management.

Matthew Sopher is a financial advisor at InTrack Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Mercer A. Marsh McLennan Business and The Guardian Life Insurance Company of America. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm employs a team-based investment approach emphasizing strategic asset allocation and integrated financial planning.

Myron Sopher is a financial advisor at InTrack Investment Management, Inc. with 31 years of industry experience. He holds a Series 65 designation and has been with InTrack since 2015. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with portfolio management.