Matthew Ritt is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has worked at Ironview Capital Management, LLC since 2026 and previously spent nine years at Kinwell LLC and three years at Questis Advisor Partners, LLC. Ironview Capital Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to tailor asset allocations, employing various strategies including options and alternative investments.

Daniel Callahan is a CFA® charterholder with 14 years of industry experience. He is currently with Ironview Capital Management, LLC, a team of 10 advisors based in Charleston, SC. His prior work experience includes roles at Summit Financial, Capasso Planning Partners, JBJ Invest, QUESTIS, and Morris Financial Concepts. Ironview Capital Management serves a diverse client base including individuals, pension plans, trusts, estates, and business entities. The firm offers discretionary portfolio management, pension consulting, and financial planning, using a blend of fundamental, technical, and quantitative analysis along with various investment strategies including derivatives and private funds.