Mathew Bosley
Client Service Manager
Email: mbosley@fortpittcapital.com
FOCUS
As a Client Service Manager, Mathew oversees the Client Relationship Specialist team. He also helps with onboarding new clients, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquiries.
CAREER HIGHLIGHTS
Mathew has worked in the financial services industry since he graduated from Ottawa University. He started in the Phoenix regional office of Charles Schwab. Mathew finished his time at Charles Schwab on a team responsible for 250 investment advisory firms’ back-office operations. After moving back to his home state of Pennsylvania, he decided to put his education, his passion for helping people, and his depth of financial industry knowledge to work for Fort Pitt Capital.
EDUCATION
BA, Ottawa University
PERSONAL
Matt enjoys movies, reading, and spending time with family. He is excited to explore and get reacquainted with the local areas of his home state.
