Matthew
Viverette

Vista Investment Management, LLC

CRD#6329239
Investment Advisor
in Pittsburgh, PA

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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

Series 65

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

400 Penn Center Blvd., Suite 555
Pittsburgh, PA 15235-5610

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Vista Investment Management, LLC Brokerage Details

Total Assets Under Management

$212,170,993

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

479

PA Average: 3,342
Average Account Size

$442,946

PA Average: $4,737,880

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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.

2014 - Present (9 years)

Vista Investment Management

2011 - 2014 (3 years)

Pnc Financial Services Group

Disclosures

Matthew Viverette has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Vista Investment Management, LLC

Matthew Viverette
Pittsburgh, PA
Lawrence Eakin
Pittsburgh, PA
John Frankola
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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