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Matt Bolser Email & Phone Number
Partner and Portfolio Manager
at
Wealth Dimensions
1 work email found
@wealthdimensions.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Portfolio Manager
Location
Cincinnati, Ohio, United States
Company size
Who is Matt Bolser? Overview
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Quick answer
Matt Bolser is listed as Partner and Portfolio Manager at Wealth Dimensions, a company with 17 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at wealthdimensions.com and a matched LinkedIn profile for Matt Bolser.
Matt Bolser previously worked as Partner & Portfolio Manager at Wealth Dimensions and Portfolio Manager at Wealth Dimensions. Matt Bolser holds Bachelor Of Science In Business, Financial Services, 3.67 from Wright State University.
Company email context
Email format at Wealth Dimensions
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{first_initial}{last}@wealthdimensions.com
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Profile bio
About Matt Bolser
I am a Senior Portfolio Manager and Partner at Wealth Dimensions, tasked with overseeing the portfolio management, trading operations, and the firm's technology stack. In addition, I lead our client service team, committed to delivering a unique and personalized experience to each of our clients.Beyond the office, I enjoy traveling, snowboarding, and supporting Cincinnati's sports teams, alongside my wife, Kristen, and our dog, Ellie.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Listed skills include Financial Analysis, Asset Allocation, Microsoft Excel, Computer Maintenance, and 32 others.
Current workplace
Matt Bolser's current company
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Wealth Dimensions
13 roles
Matt Bolser work experience
A career timeline built from the work history available for this profile.
Partner & Portfolio Manager
Current
Jan 2024 - Present
Portfolio Manager
Oversee the portfolio management, trading, and reporting operations.
Jul 2019 - Mar 2024
Client Service Associate & Technologist
Oversee the onboarding of new clients and facilitate trading & money movement activities.Manage several of the firm's technology platforms including its portfolio management system, CRM, and internal communications.
Feb 2018 - Jul 2019
Sr. High Net Worth Trading Specialist
Supervised a local team, while supporting hundreds of representatives nation-wideAssist representatives with technical knowledge, systems use, policies & procedures, and compliance. Topics often include:-Trading (stocks, options, ETFs, mutual funds, treasuries, CDs, precious metals)-Retirement Planning-Institutional Transfers-Tax Information.
Oct 2016 - Feb 2018
Project Scrum Team Member
Worked on project team tasked with consolidating, rewriting, and rebranding the way we communicate with clients. Operated in SCRUM environmentLeveraged Business Objects and Tableau platforms to support recommendations for change on workflow and communications tools including Xtrac & Smart Communications.Provided business recommendations for version.
Apr 2017 - Nov 2017
Sr. Trading Specialist
Supervised a local team while supporting hundreds of representatives nation-wideProvided broad technical assistance with topics including trading, margin, brokerage platforms, and account maintenanceReviewed and approved daily trade blotters and oversaw trading activityDetail and compliance oriented
Aug 2015 - Oct 2016
Portfolio Advisory Service Specialist
Supported the managed accounts through service and trading.Discussed the value of portfolio allocation, diversification, and rebalancing over timeWorked as a team with account executives / portfolio specialists to ensure clients received the highest level of service
Nov 2014 - Aug 2015
Financial Representative
Provide fundamental investment guidance and planning.Responsible for trading stocks, mutual funds, ETFs, options, and precious metalsAnswer financial questions about investments, retirement, tax forms, economic conditions, and account information. Assist with portfolio consolidationEducate clients on dividend/capital gain distributions, tender offers, and.
Jun 2011 - Nov 2014
Server
Sep 2009 - Jun 2011
Customer Service Representative
Harlin Miller & Associates
Internship with local financial services firm.
Jun 2010 - Aug 2010
Sales Associate
Feb 2005 - Oct 2009
Resident Assistant
Wright State Resident Services
Feb 2008 - Jun 2009
Team & coworkers
Colleagues at Wealth Dimensions
Other employees you can reach at wealthdimensions.com. View company contacts for 17 employees →
SP
Sean Paddock, Cfp®
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
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TV
Tyler Vogelpohl
Colleague at Wealth Dimensions
Fort Mitchell, Kentucky, United States, United States
View →
RF
Robert Feather, Cfp®, Chfc®
Colleague at Wealth Dimensions
United States, United States
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IV
Isla Vogelpohl
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
EL
Eric Loftus, Cfp®, Eca
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
TS
Tom Schiller, Cpa, Cfp®
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
ES
Erik Smith, Cfp®
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
EF
Elzandi Fourie
Colleague at Wealth Dimensions
City Of Johannesburg, Gauteng, South Africa, South Africa
View →
Sean Paddock, Cfp®
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
TV
Tyler Vogelpohl
Colleague at Wealth Dimensions
Fort Mitchell, Kentucky, United States, United States
View →
RF
Robert Feather, Cfp®, Chfc®
Colleague at Wealth Dimensions
United States, United States
View →
IV
Isla Vogelpohl
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
EL
Eric Loftus, Cfp®, Eca
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
TS
Tom Schiller, Cpa, Cfp®
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
ES
Erik Smith, Cfp®
Colleague at Wealth Dimensions
Cincinnati, Ohio, United States, United States
View →
EF
Elzandi Fourie
Colleague at Wealth Dimensions
City Of Johannesburg, Gauteng, South Africa, South Africa
View →
2 education records
Matt Bolser education
Bachelor Of Science In Business, Financial Services, 3.67
High School Diploma
Fairfield High School
FAQ
Frequently asked questions about Matt Bolser
Quick answers generated from the profile data available on this page.
What company does Matt Bolser work for?
Matt Bolser works for Wealth Dimensions.
What is Matt Bolser's role at Wealth Dimensions?
Matt Bolser is listed as Partner and Portfolio Manager at Wealth Dimensions.
What is Matt Bolser's email address?
AeroLeads has found 1 work email signal at @wealthdimensions.com for Matt Bolser at Wealth Dimensions.
Where is Matt Bolser based?
Matt Bolser is based in Cincinnati, Ohio, United States while working with Wealth Dimensions.
What companies has Matt Bolser worked for?
Matt Bolser has worked for Wealth Dimensions, Wealth Dimensions Group, Ltd, Fidelity Investments, Texas Roadhouse, and Harlin Miller & Associates.
Who are Matt Bolser's colleagues at Wealth Dimensions?
Matt Bolser's colleagues at Wealth Dimensions include Sean Paddock, Cfp®, Tyler Vogelpohl, Robert Feather, Cfp®, Chfc®, Isla Vogelpohl, and Eric Loftus, Cfp®, Eca.
How can I contact Matt Bolser?
You can use AeroLeads to view verified contact signals for Matt Bolser at Wealth Dimensions, including work email, phone, and LinkedIn data when available.
What schools did Matt Bolser attend?
Matt Bolser holds Bachelor Of Science In Business, Financial Services, 3.67 from Wright State University.
What skills is Matt Bolser known for?
Matt Bolser is listed with skills including Financial Analysis, Asset Allocation, Microsoft Excel, Computer Maintenance, Series 7, Series 63, Finance, and Portfolio Management.
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