Matt McGee Email & Phone Number
VP, Alternative Investments | Private Wealth Solutions @ iCapital
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Matt McGee Location
- Denver, CO, US
Matt McGee Work
- VP, Alternative Investments | Private Wealth Solutions @ (July 2024 - Present)
- VP, RIA Market Consultant @ (August 2022 - July 2024)
- 529 Plan Consultant @ (April 2020 - August 2022)
- VP, 529 Senior Advisor Consultant @ (October 2012 - December 2019)
- Regional Sales Rep @ (September 2008 - November 2012)
- Service Representative @ (May 2004 - September 2008)
- Army Engineer @ (September 2002 - September 2008)
Matt McGee Education
- Regis University
MBA (Finance)
2004-2009 - Colorado State University
BA (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 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 6 mobile phone numbers on RocketReach.
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