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Matthew Stith, Cfa Email & Phone Number

Portfolio Manager, Director Equity Research, Principal at Bartlett Wealth Management
Location: Cincinnati, Ohio, United States 5 work roles 2 schools
2 work emails found @bartlett1898.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email m****@bartlett1898.com
LinkedIn Profile matched
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Current company
Bartlett Wealth Management
Role
Portfolio Manager, Director Equity Research, Principal
Location
Cincinnati, Ohio, United States
Company size
99 employees

Who is Matthew Stith, Cfa? Overview

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Quick answer

Matthew Stith, Cfa is listed as Portfolio Manager, Director Equity Research, Principal at Bartlett Wealth Management, a with 99 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at bartlett1898.com and a matched LinkedIn profile for Matthew Stith, Cfa.

Matthew Stith, Cfa previously worked as Manager, Equity Research at Bartlett Wealth Management and Equity Research Analyst at Bartlett & Co.. Matthew Stith, Cfa holds Master Of Business Administration (Mba), Finance from Wake Forest University - Babcock Graduate School Of Management.

Company email context

Email format at Bartlett Wealth Management

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*@bartlett1898.com
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AeroLeads found 2 current-domain work email signals for Matthew Stith, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Matthew Stith, Cfa

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals.Your wellbeing is our bottom line.

Listed skills include Equity Research, Portfolio Management, Asset Management, Investments, and 7 others.

Current workplace

Matthew Stith, Cfa's current company

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Bartlett Wealth Management
Bartlett Wealth Management
Portfolio Manager, Director Equity Research, Principal
cincinnati, ohio, united states
Website
bartlett1898.com
Employees
99
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Company profile
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5 roles

Matthew Stith, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager, Director Equity Research, Principal

Current
Bartlett Wealth Management

Cincinnati, Ohio, United States

Feb 2021 - Present

Manager, Equity Research

Bartlett Wealth Management

Cincinnati Area, Ky

In addition to my work as an equity research analyst I manage the Equity Research Department. I am a current member of the Strategic Asset Allocation Committee and former member of the Alternatives Investment Group and the Progressive Leadership Committee at Bartlett Wealth Management.

Equity Research Analyst

Bartlett & Co.

Cincinnati, Ohio Area

Coverage responsibilities include the Information Technology, Communication Services, Industrials, Energy and Utilities sectors.

Equity Research Analyst

Fort Washington Investment Advisors

Cincinnati, Ohio Area

Coverage responsibilities included Industrials, Materials and the Utilities sectors.

Jun 2000 - Mar 2007
Team & coworkers

Colleagues at Bartlett Wealth Management

Other employees you can reach at bartlett1898.com. View company contacts for 99 employees →

RR Redskinsdad Resch Redskinsdad Resch Colleague at Bartlett Wealth ManagementAda, Michigan, United States View → BK Barb Kieffer Barb Kieffer Colleague at Bartlett Wealth ManagementCincinnati, Ohio, United States View → KA Karen A. Yurak, Cipm Karen A. Yurak, Cipm Colleague at Bartlett Wealth ManagementCincinnati, Ohio, United States View → DL Doris Leonard Doris Leonard Colleague at Bartlett Wealth ManagementMount Juliet, Tennessee, United States View → RS Robert Shortes Robert Shortes Colleague at Bartlett Wealth ManagementWashington Boro, Pennsylvania, United States View → BL Bob Lasher Bob Lasher Colleague at Bartlett Wealth ManagementHaines City, Florida, United States View → JE Justin Ellis, Cfa, Cfp® Justin Ellis, Cfa, Cfp® Colleague at Bartlett Wealth ManagementCincinnati, Ohio, United States View → JF Jonathan Finkler Jonathan Finkler Colleague at Bartlett Wealth ManagementCincinnati, Ohio, United States View → NW Nicholas Winter, Cfp® Nicholas Winter, Cfp® Colleague at Bartlett Wealth ManagementChicago, Illinois, United States View → DA Diane Albrecht Diane Albrecht Colleague at Bartlett Wealth ManagementMilford, Ohio, United States View →
2 education records

Matthew Stith, Cfa education

FAQ

Frequently asked questions about Matthew Stith, Cfa

Quick answers generated from the profile data available on this page.

What company does Matthew Stith, Cfa work for?

Matthew Stith, Cfa works for Bartlett Wealth Management.

What is Matthew Stith, Cfa's role at Bartlett Wealth Management?

Matthew Stith, Cfa is listed as Portfolio Manager, Director Equity Research, Principal at Bartlett Wealth Management.

What is Matthew Stith, Cfa's email address?

AeroLeads has found 2 work email signals at @bartlett1898.com for Matthew Stith, Cfa at Bartlett Wealth Management.

Where is Matthew Stith, Cfa based?

Matthew Stith, Cfa is based in Cincinnati, Ohio, United States while working with Bartlett Wealth Management.

What companies has Matthew Stith, Cfa worked for?

Matthew Stith, Cfa has worked for Bartlett Wealth Management, Bartlett & Co., Fort Washington Investment Advisors, and First Union Securities.

Who are Matthew Stith, Cfa's colleagues at Bartlett Wealth Management?

Matthew Stith, Cfa's colleagues at Bartlett Wealth Management include Redskinsdad Resch, Barb Kieffer, Karen A. Yurak, Cipm, Doris Leonard, and Robert Shortes.

How can I contact Matthew Stith, Cfa?

You can use AeroLeads to view verified contact signals for Matthew Stith, Cfa at Bartlett Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Matthew Stith, Cfa attend?

Matthew Stith, Cfa holds Master Of Business Administration (Mba), Finance from Wake Forest University - Babcock Graduate School Of Management.

What skills is Matthew Stith, Cfa known for?

Matthew Stith, Cfa is listed with skills including Equity Research, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation, and Investment Management.

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