Matthew J. Bartley, AIF®, PPC®, CPFA®

Director - Retirement Plan Services

  • Focus: Servicing employer-sponsored retirement plans
  • Education: Bachelor of Arts, The Ohio State University
  • Certifications: Accredited Investment Fiduciary® (AIF®), Professional Plan Consultant® (PPC®), Certified Plan Fiduciary Advisor (CPFA®)
  • Fun Fact: I am a photography enthusiast and enjoy the process of developing my own 35mm film.

Matt has more than 11 years of experience in the financial services industry, working with qualified plan sponsors and participants and oversees retirement plan services for Hamilton Capital. He supports clients through plan conversions, the onboarding process, enrollment meetings, plan reviews, fee-benchmarking and vendor management.

Matt enjoys learning and staying current on industry knowledge to help clients understand and fulfill their fiduciary obligations. He is a member of the American Society of Pension Professionals and Actuaries and holds the Qualified Plan Financial Consultant professional credential. He also earned the Accredited Investment Fiduciary® professional designation awarded by the Center for Fiduciary Studies.

Brick by brick

I grew up with three younger brothers and an older sister, and one year our mom decided that she wanted to build a kitchen garden with a brick walkway. She was able to secure bricks from a torn down building and we were tasked with chipping off the concrete from the bricks.

My dad kept us motivated with packs of baseball cards as payment, and after a few weeks we had enough bricks to build the garden walkway. While the baseball cards may not be worth much today, the experience of working together to build something meaningful has stayed with me ever since.