Mathew Bosley
Client Relationship Specialist
Email: mbosley@fortpittcapital.com
Focus
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.
Career Highlights
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.
Education
BA, Ottawa University
Personal
Mathew, his wife, and their daughter recently moved to Matt’s home state of Pennsylvania from Arizona. Matt enjoys spending time with family and look forward to exploring local areas.
