Matthew Stith
Equity Research Analyst at Bartlett Wealth Management | Cincinnati, Ohio, United States
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Matthew Stith serves as an Equity Research Analyst at Bartlett Wealth Management, where he plays a pivotal role in navigating the complexities of the financial markets. With a focus on the Information Technology, Communication Services, Industrials, and Energy and Utilities sectors, Matthew leverages his expertise in equity research and financial analysis to provide insightful investment recommendations that align with clients' unique financial goals. His analytical acumen is complemented by strong skills in financial modeling and valuation, enabling him to assess the intrinsic value of companies and identify growth opportunities within various industries.
At Bartlett, Matthew is deeply committed to the firm's philosophy of viewing life's transitions as opportunities for growth. He collaborates closely with wealth management experts to develop tailored investment strategies that not only meet clients' immediate needs but also position them for long-term success. His experience in portfolio management and asset allocation allows him to craft diversified investment portfolios that balance risk and return, ensuring that clients can navigate market fluctuations with confidence.
Key projects Matthew has undertaken include comprehensive sector analyses that inform strategic investment decisions and enhance the firm's overall asset management capabilities. His insights into emerging trends within the technology and energy sectors have proven invaluable, particularly as these industries continue to evolve rapidly. By integrating his financial expertise with Bartlett’s holistic approach to wealth management, Matthew Stith is dedicated to empowering clients to achieve their financial aspirations while fostering a deeper understanding of the investment landscape.
Equity Research Analyst at Bartlett Wealth Management in March 2007 to Present
Manager, Equity Research at Bartlett Wealth Management in March 2014 to Present
Portfolio Manager, Director Equity Research, Principal at Bartlett Wealth Management in February 2021 to Present
Equity Research Analyst at Fort Washington Investment Advisors in June 2000 to March 2007
Associate Analyst, Equity Research at First Union Securities in June 1998 to June 2000
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Equity Research
Portfolio Management
Asset Management
Investments
Financial Modeling
Financial Analysis
Valuation
Investment Management
Asset Allocation
Finance
Wealth Management
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Discover more about Bartlett Wealth ManagementWhat is Matthew Stith email address?
Email Matthew Stith at [email protected] and [email protected]. This email is the most updated Matthew Stith email found in 2026.
What is Matthew Stith phone number?
Matthew Stith phone number is +15132904294 and +18316017624.
How to contact Matthew Stith?
To contact Matthew Stith send an email to [email protected] or [email protected]. If you want to call Matthew Stith try calling on +15132904294 and +18316017624. (updated on November 04, 2024)
What is Matthew Stith net worth?
Matthew Stith has an estimated net worth of $750,000 to $999,999
What company does Matthew Stith work for?
Matthew Stith works for Bartlett Wealth Management
What is Matthew Stith's role at Bartlett Wealth Management?
Matthew Stith is Equity Research Analyst
What industry does Matthew Stith work in?
Matthew Stith works in the Financial Services industry.
Matthew Stith Email Addresses
Matthew Stith Phone Numbers
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