Matt DiFilippo
Analyst-Equity at Stewart Capital Advisors LLC
Profile
Mr. Matthew A.
DiFilippo, CFA, is Vice President & Chief Portfolio Strategist at Stewart Capital Advisors LLC.
He is the chairman the Investment Policy and Strategy Committee, guiding equity research and portfolio strategy decisions.
He focuses his research on healthcare and telecommunications, and he frequently contributes to research in technology.
He oversees portfolio team members as they develop their unique opinions on investing opportunities and seek to build portfolio strategies on the basis of return prospects and business quality.
As chair of the Investment Policy and Strategy Committee, he guides the work and decision-making that produces the Firm’s investment strategies.
Before joining Stewart Capital Advisors, Mr. DiFilippo was employed with Mellon Bond Associates, Mellon Financial and Scottsdale Securities.
He joined S&T Wealth Management in 2001 and was part of the original portfolio team that created Stewart Capital Advisors in 2005.
He earned his degree in business administration with a major in finance from Robert Morris University.
He holds the Chartered Financial Analyst designation, and he is a member of the CFA Institute and the Pittsburgh Society of Financial Analysts.
Matt DiFilippo active positions
Companies | Position | Start |
---|---|---|
Stewart Capital Advisors LLC
Stewart Capital Advisors LLC Investment ManagersFinance Stewart Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in Indiana, Pennsylvania. The firm was founded in 2005 and is a wholly-owned subsidiary of S&T Bank, which is owned by S&T Bancorp, Inc. (NASDAQ: STBA). SCA manages assets for public funds, ERISA plans, corporations, endowments, and other sub-advised accounts. | Analyst-Equity | 2005-08-31 |
Former positions of Matt DiFilippo
Companies | Position | End |
---|---|---|
Mellon Bond Associates LLP | Corporate Officer/Principal | 2001-06-30 |
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Corporate Officer/Principal | - |
Training of Matt DiFilippo
Robert Morris University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Finance |
Stewart Capital Advisors LLC
Stewart Capital Advisors LLC Investment ManagersFinance Stewart Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in Indiana, Pennsylvania. The firm was founded in 2005 and is a wholly-owned subsidiary of S&T Bank, which is owned by S&T Bancorp, Inc. (NASDAQ: STBA). SCA manages assets for public funds, ERISA plans, corporations, endowments, and other sub-advised accounts. | Finance |
Mellon Bond Associates LLP | Finance |
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