Bartlett Wealth Management
Matthew Stith, CFA has extensive experience in equity research analysis and portfolio management. Matthew currently works at Bartlett Wealth Management as a Portfolio Manager and is also the Director of Equity Research. Matthew's coverage responsibilities include various sectors such as Information Technology, Communication Services, Industrials, Energy, and Utilities. Prior to working at Bartlett, Matthew was an Equity Research Analyst at Fort Washington Investment Advisors. Matthew also holds an MBA in Finance from Wake Forest University School of Business.
Bartlett Wealth Management
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning