Matthew Schwartz

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bio_mattschwartzMatt’s technical ability and 18 years of experience have been great assets to our organization. His excellent service, professionalism, level of detail, and friendly demeanor are all evident when working with him.

Matt is well versed in issues involving Roth IRAs and Roth IRA conversions. He has a gift for math, quantitative thinking, and strategic thinking which has benefitted our clients over the years.

  • Past President of the Allegheny Tax Society
  • Secretary of the Board of Trustees of Temple Emanuel of the South Hills
  • Member of Professional Advisory Committee of the Pittsburgh Foundation
  • Member of the Pittsburgh Chapter of the Northwestern Alumni Admissions Council