Client Relationship Specialist
As a Client Relationship Specialist, Mathew helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquires.
Mathew has worked in the financial services industry since he graduated from Ottawa University. He started in the Phoenix regional office of Charles Schwab. Mathew finished his time at Charles Schwab on a team responsible for 250 investment advisory firms’ back-office operations. When Mathew became aware that Fort Pitt Capital was looking to add a Client Relationship Specialist, he decided to put his education, his passion for helping people, and his depth of financial industry knowledge to work.
B.A., Ottawa University
Mathew, his wife Felicia, and their daughter recently moved to Matt’s home state of Pennsylvania from Arizona. Matt and Felicia enjoy spending time with family and look forward to exploring local areas.