About Us

Mr. Pitti is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Plans Specialist™ and a graduate of the University of Maryland, Cum Laude. He has his Master of Science in Management degree and has over 23 years’ experience in the financial services business.

He served in the United States Air Force working in the intelligence field, during which time he lived in and spent time in many countries, receiving numerous honors and awards during his tours in the military.   He has completed the Senior Financial Advisor program from the University of Pennsylvania, Wharton School, and also holds securities registrations and licenses for insurance and long term care.  Mr. Pitti focuses on various aspects of investment planning and investment management.  He works with corporations, retirees, non-profits, high net worth individuals, and professionals, helping them to achieve their financial goals through a variety of strategies.
 
After 22 years as an executive at Morgan Stanley, he, his son and staff founded The Pitti Group Wealth Management in 2016.  Mr. Pitti is former President of the board of the Ontario County United Way and is currently serving on the Advisory Committee.  He is a member of the board of directors for the Canandaigua Chamber of Commerce and serves on the Economic Development Committee. Mr. Pitti also serves on the ARC of Ontario County’s Advisory Committee.

Mr. Pitti resides in Canandaigua. He has acted as President of his Homeowners Association and is very active in his community.  He enjoys golf, running, hunting, fishing, working out, and spending time on the lake in the summer.  He has 2 sons, Matthew and Anthony, and two grandchildren. 

 

Professional Details

   • Served in the United States Air Force
   • Graduate of the University of Maryland, Cum Laude
   • Master's degree in Business Administration
   • Series 3, 7, 9, 10, 31, 63 & 65
   • Life, Accident & Health Licensed
   • Canandaigua Chamber 2016-Present
   • Canandaigua Chamber 2007-2014
   • United Way 2006-2012
   • Fox Ridge Home Owners Association President 2004-2005
   • Ontario County ARC Advisory Board 2013-Present

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 meet 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
                



                                                                                                   

After graduating Cum Laude from the State University of New York at Oneonta with a Bachelor of Science degree in Psychology, Stephanie spent several years employed in training and management in the retail industry, eventually transitioning to a position as an Associate Financial Representative with a large financial services organization.

Stephanie is our director of client services. Her role includes answering client administrative questions, processing client requests, resolving operational queries and managing the day to day operations of the office. She is also in charge of following up with all of our processes and procedures to ensure accurate, efficient and positive client experiences. She currently holds Series 6, 63, 65 and 7 registrations. In addition she is Life, Accident & Health licensed.

Stephanie resides in Victor, NY with her daughter and enjoys hiking, volunteering and reading. She currently serves as the membership chairperson on the Victor PTSA and is a Girl Scout Troop Leader in her spare time.

 

Professional Details  

   • Graduate of the State University of New York at Oneonta
   • Series 6,63,65 & 7   
   • Life, Accident & Health Licensed
   • 7 years of experience in the financial services industry   
   • Notary Public

Danielle lives in Irondequoit with her daughter Alivia and her 2 dogs, Bear and Ruby. Danielle has 2 years of experience in the finance industry and specializes in Life, Disability and Long-term care insurance. When she’s not working, she likes to spend her time painting, remodeling her home, watching the weather channel (secretly wants to be a storm chaser) or reading a good book! She’s also never been to a concert!  
Danielle currently has her LAH licenses. Series 6 & 63 registrations.