AeroLeads people directory · profile
Matthew Ortiz Email & Phone Number
Internal Wealth Specialist
at
Capital Group
1 work email found
@thecapitalgroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Internal Wealth Specialist
Location
San Antonio, Texas, United States
Company size
Who is Matthew Ortiz? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Ortiz is listed as Internal Wealth Specialist at Capital Group, a with 20 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at thecapitalgroup.com and a matched LinkedIn profile for Matthew Ortiz.
Matthew Ortiz previously worked as Internal Wealth Generalist at Capital Group and SLATE Associate at Capital Group. Matthew Ortiz holds Bachelor'S Degree, Finance from Texas State University.
Company email context
Email format at Capital Group
This section adds company-level context without repeating Matthew Ortiz's masked contact details.
{first}.{last}@thecapitalgroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Matthew Ortiz. Compare company email patterns before reaching out.
Profile bio
About Matthew Ortiz
Matthew Ortiz is a Internal Wealth Specialist at Capital Group.
Current workplace
Matthew Ortiz's current company
Company context helps verify the profile and gives searchers a useful next step.
Capital Group
7 roles
Matthew Ortiz work experience
A career timeline built from the work history available for this profile.
Internal Wealth Specialist
-Responsible for raising and retaining assets in FC San Francisco and Cincinnati/Indianapolis/Dayton territories by providing financial consultation to advisors, in coordination with North American Client Group(NACG)- Partners with the Wealth Management Consultant to ensure strategic territory coverage- Leads and develops a strategy for advisors; establishes virtual meetings to grow the business; develops custom approaches based on advisor and investor goals, preferences, and identified opportunities to retain and grow assets.- Cultivates and acquires new business relationships within the territory.- Exhibits a deep knowledge of investments and investment concepts (e.g. portfolio construction) while tailoring the discussion to the advisor using the appropriate tools and resources to build credibility and effectively position Capital Group investments/solutions in the advisor's line-up.
Internal Wealth Generalist
Oct 2022 - Jun 2023
Slate Associate
Aug 2021 - Oct 2022
Global Finance Summer Associate
Jun 2020 - Aug 2020
Team Lead Manager
Nov 2017 - Jun 2020
Sales Associate
Sunglass Shoppe
Aug 2013 - May 2015
Team & coworkers
Colleagues at Capital Group
Other employees you can reach at fpcgllc.com. View company contacts for 20 employees →
AK
Alexa Kim
Colleague at Capital GroupRichmond, Virginia, United States
View →
DD
Dimitry Drovniachine
Colleague at Capital GroupNew York, United States
View →
CA
Carmen Andrin
Colleague at Capital GroupUnited States
View →
GV
Gaurang V.
Colleague at Capital GroupNew York City Metropolitan Area, United States
View →
PB
Peter Brown
Colleague at Capital GroupLondon, England, United Kingdom
View →
RS
Rory Searing
Colleague at Capital GroupNew York, United States
View →
ZB
Zaki Bouaoudia
Colleague at Capital GroupNew York, United States
View →
ZS
Zaab Sethna
Colleague at Capital GroupUnited States
View →
CP
Christina Perez
Colleague at Capital GroupNew York, United States
View →
RM
R. Michael Clurman, Jr.
Colleague at Capital GroupNew York, United States
View →
Alexa Kim
Colleague at Capital GroupRichmond, Virginia, United States
View →
DD
Dimitry Drovniachine
Colleague at Capital GroupNew York, United States
View →
CA
Carmen Andrin
Colleague at Capital GroupUnited States
View →
GV
Gaurang V.
Colleague at Capital GroupNew York City Metropolitan Area, United States
View →
PB
Peter Brown
Colleague at Capital GroupLondon, England, United Kingdom
View →
RS
Rory Searing
Colleague at Capital GroupNew York, United States
View →
ZB
Zaki Bouaoudia
Colleague at Capital GroupNew York, United States
View →
ZS
Zaab Sethna
Colleague at Capital GroupUnited States
View →
CP
Christina Perez
Colleague at Capital GroupNew York, United States
View →
RM
R. Michael Clurman, Jr.
Colleague at Capital GroupNew York, United States
View →
1 education record
Matthew Ortiz education
FAQ
Frequently asked questions about Matthew Ortiz
Quick answers generated from the profile data available on this page.
What company does Matthew Ortiz work for?
Matthew Ortiz works for Capital Group.
What is Matthew Ortiz's role at Capital Group?
Matthew Ortiz is listed as Internal Wealth Specialist at Capital Group.
What is Matthew Ortiz's email address?
AeroLeads has found 1 work email signal at @thecapitalgroup.com for Matthew Ortiz at Capital Group.
Where is Matthew Ortiz based?
Matthew Ortiz is based in San Antonio, Texas, United States while working with Capital Group.
What companies has Matthew Ortiz worked for?
Matthew Ortiz has worked for Capital Group, Reebok, and Sunglass Shoppe.
Who are Matthew Ortiz's colleagues at Capital Group?
Matthew Ortiz's colleagues at Capital Group include Alexa Kim, Dimitry Drovniachine, Carmen Andrin, Gaurang V., and Peter Brown.
How can I contact Matthew Ortiz?
You can use AeroLeads to view verified contact signals for Matthew Ortiz at Capital Group, including work email, phone, and LinkedIn data when available.
What schools did Matthew Ortiz attend?
Matthew Ortiz holds Bachelor'S Degree, Finance from Texas State University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Matthew Ortiz you were looking for.
View similar profiles
