Matt Bolser
Partner & Portfolio Manager at Wealth Dimensions
Based in Cincinnati, United States
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Seniority
Director
Department
Finance & Accounting
Location
Cincinnati
Industry
Financial Services
Company size
18
Contact information
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m•••••••@wealthdimensions.com
Phone
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Background
About Matt Bolser
I am a Senior Portfolio Manager and Partner at Wealth Dimensions, tasked with overseeing the portfolio management, trading operations, and the firm's technology stack. In addition, I lead our client service team, committed to delivering a unique and personalized experience to each of our clients. Beyond the office, I enjoy traveling, snowboarding, and supporting Cincinnati's sports teams, alongside my wife, Kristen, and our dog, Ellie. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
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