Vista Investment Management, LLC
About this Advisor
Matthew Viverette is a financial advisor operating in Pittsburgh, Pennsylvania, who has 11 years in the industry. Viverette is currently employed by Vista Investment Management, LLC. During their career, Viverette has held roles at Vista Investment Management and Pnc Financial Services Group. Viverette holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in California, Colorado, Florida, Louisiana, North Carolina, Pennsylvania, Texas and Virginia. Vista Investment Management, LLC is a registered investment company operating in Pittsburgh, Pennsylvania. It handles $212 million in total assets between its 479 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves four charities and foundations. Of its 479 customer accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Vista Investment Management, LLC has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. However, fee types charged by Vista Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Vista Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Viverette Work History
Matthew has 11 years of experience.
Vista Investment Management
Pnc Financial Services Group
Matthew Viverette has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vista Investment Management, LLC
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