Matthew Pitti AIF®
Wealth Advisor
Matt is a graduate of the State University of New York at Cortland where he majored in Economics. He has over ten years’ of experience in the financial services industry.
When working with clients, he focuses on developing customized wealth planning strategies to not only fit his clients' needs today but help get them to where they need to be in the future. By holding insurance and long term care licenses in addition to securities registrations, he is able to take a holistic approach when working with clients. With our 401(k) clients, Matt helps plan sponsors address their fiduciary responsibilities as well as guide the employees in building individualized retirement plans.
After 10 years as an Associate Vice President at Morgan Stanley, he, his father and staff founded The Pitti Group Wealth Management in 2016.
Matt currently serves as the President of the St. Joseph School Foundation in Penfield. He currently is the Chair of the St. Joseph School Golf Open and also serves as a trusted advisor for St. Joseph School Teacher/Parent/Parish committee.
Matt resides in Penfield with his wife and two children. In his free time, he enjoys playing soccer, golfing, hunting, and fishing.
Professional Details
- Graduate of the State University of New York at Cortland
- Series 7, 31 & 66
- Life, Accident & Health Licensed
- St. Joseph School Foundation President 2015 – Present
- St. Joseph School Foundation Treasurer 2014 – Present
- St. Joseph School Golf Tournament Chair 2015 – Present