About Us

Bolan_Brian_150224_2004  

Brian P. Bolan
President
[email protected]

Education: Brian graduated from Miami of Ohio

Mr. Bolan, founder and president of Bolan Capital Management, is responsible for portfolio management, research, and creating and implementing personalized investment strategies. 

Brian has over twenty years of experience in finance with Merrill Lynch, Fidelity Investments, and US Bank before starting his own registered investment advisory firm in 2009.

He lives in Anderson Township with his wife Sarah and two children.  In his time away from work, Brian enjoys spending time with his family and attending the sporting events of his children.  Brian is an active member in his community, serving on the boards of several non-profit organizations, as well as coaching his children’s sports teams.   

     
Bolan_Brian_150224_2004  

Steve Mathews
Portfolio Manager/Relationship Manager
[email protected]

Education: Bachelor’s Degree in Business Administrations- Thomas More University
M.B.A.- Xavier University- Williams College of Business

Steve Mathews, Portfolio Manager/Relationship Manager with Bolan Capital Management, is responsible for research, client management, and assisting in the creation and implementation of personalized investment strategies.

Steve has over ten years of experience in investment management beginning in 2008 working with Fidelity Investments and TD Ameritrade prior to joining Bolan Capital Management in 2018. Steve has experience working on trading desks using stocks, mutual funds, bonds and complex derivative strategies. He has also worked closely with employees of publicly traded companies assisting in the management strategies of equity compensation plans including restricted stock and stock options. Steve worked as an Investment Consultant at TD Ameritrade developing client relationships and directing clients toward appropriate managed portfolio options. Steve has also helped in training and onboarding newly-hired associates as well as leading study programs for licensing exams.

Steve lives in Madeira with his wife Stefanie and three children. In his time away from work, Steve enjoys spending time traveling with his family, attending the sporting events of his children and woodworking. Steve is an active member in his community and has assisted in the in coaching of his children’s sports teams.