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

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

History at Bartlett

• Joined Bartlett in 2007

Certifications and Designations

• Chartered Financial Analyst®

Education

• Miami University, Bachelor of Science in Business, 1991
• Wake Forest University, Master of Business Administration, 1998

Boards and Committees

• St. Joseph Home: Finance Committee, since 2009