VP, Alternative Investments | Private Wealth Solutions @ iCapital
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Matt McGee Location
Denver, CO, US
Matt McGee Work
2024 -
now VP, Alternative Investments | Private Wealth Solutions @
2022 -
2024 VP, RIA Market Consultant @
2020 -
2022 529 Plan Consultant @
2012 -
2019 VP, 529 Senior Advisor Consultant @
2008 -
2012 Regional Sales Rep @
2004 -
2008 Service Representative @
2002 -
2008 Army Engineer @
Matt McGee Education
Regis University
MBA, Finance (Finance)
2004
-
2009
Colorado State University
BA, Speech Communication (Speech Communication)
1998
-
2002
Matt McGee Skills
Series 7
Series 6
Strategic Planning
Retirement
Series 63
Mutual Funds
Retirement Planning
Investments
401k
Separately Managed Accounts
Fixed Annuities
Alternative Investments
Finance
Investment Strategies
Strategic Financial Planning
Securities
Wealth Management
Insurance
Asset Allocation
Uniform Combined State Law
Employee Benefits
IRAs
Matt McGee Summary
Matt McGee, based in Denver, CO, US, is currently a VP, Alternative Investments | Private Wealth Solutions at iCapital. Matt McGee brings experience from previous roles at Invesco US and OppenheimerFunds. Matt McGee holds a 2004 - 2009 MBA, Finance in Finance @ Regis University. With a robust skill set that includes Series 7, Series 6, Strategic Planning, Retirement, Series 63 and more. Matt McGee has 3 emails and 2 mobile phone numbers on RocketReach.
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