Matthew T. Stith, CFA, is a Portfolio Manager, Director of Equity Research and Principal at Bartlett Wealth Management. As the Director of Equity Research Matthew is responsible for covering the technology, communication services, industrial, utilities and energy sectors.

Matt came to Bartlett from Fort Washington Investment Advisors, where he spent over six years covering industrials, basic materials, utilities and other sectors.  Prior to that he worked for First Union Securities in Richmond, Virginia as an associate analyst covering the utility sector.

Matt is a Chartered Financial Analyst (CFA).

Matt received his BS from Miami University and his MBA from Wake Forest University.

Matt joined Bartlett Wealth Management in 2007, and has over 25 years of investment experience.

History at Bartlett

• Joined Bartlett in 2007

Certifications and Designations

• Chartered Financial Analyst (CFA)

Boards and Committees

• St. Joseph Home Finance Committee, since 2009

Education

• Miami University, BS in Business, 1991
• Wake Forest University, MBA, 1998