Matthew McGuirk Email & Phone Number
Senior Director - Investments, Private Client Division @ Oppenheimer & Co. Inc.
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Matthew McGuirk Location
- New York, NY, US
Matthew McGuirk Work
- 2025 -now Senior Director - Investments, Private Client Division @
- 2020 -2025 Director - Investments, Private Client Division @
- 2016 -2020 Financial Advisor @
- 2003 -2016 Wealth Advisor @ Private Practice/Family Office
- 2003 -2003 Equity Research Associate @
- 2000 -2002 Assistant Vice President and Investment Advisor @
- 1998 -1999 Assistant Portfolio Manager @
- 1997 -1998 Associate @
- 1996 -1997 Portfolio Accountant @
- 1995 -1995 Congressional Intern @
Matthew McGuirk Education
- Bentley University
Master of Science (M.S.) (Financial Planning)
2007-2013 - Georgetown University
Executive Certificate (Financial Planning)
2002-2003 - Hampden-Sydney College
Bachelor of Arts (B.A.) (English)
1991-1995 - Saint John's High School 1987-1991
Matthew McGuirk Skills
- Wealth Management Services
- Investment Strategies
- Investments
- Financial Advisory
- Asset Allocation
- Financial Services
- Deferred Compensation Plans
- Insurance
- Risk Management Strategies
- Securities
- Relationship Management
- 401k Rollovers
- Business-Succession Strategies
- Estate Investment Strategies
- Fixed Income Strategies
- Multigenerational Wealth Transfer Strategies
- Retirement Plan Consulting
- Retirement Savings
- Stock Due Diligence
- Tax-Efficient Strategies
- PowerPoint
- Wealth Management
- Portfolio Management
- Microsoft Office
- Social Media
- Investment Management
- Tax Planning
- Management
- Business Development
- Estate Planning
- Customer Service
- Investment Advisory
- Retirement Planning
- Public Speaking
- Financial Planning
- Equity Research Analysis
Matthew McGuirk Summary
- Matthew McGuirk, based in New York, NY, US, is currently a Senior Director - Investments, Private Client Division at Oppenheimer & Co. Inc.. Matthew McGuirk brings experience from previous roles at Oppenheimer & Co. Inc., Morgan Stanley, Private Practice/Family Office and Neuberger Berman. Matthew McGuirk holds a 2007 - 2013 Master of Science (M.S.) in Financial Planning @ Bentley University. With a robust skill set that includes Wealth Management Services, Investment Strategies, Investments, Financial Advisory, Asset Allocation and more. Matthew McGuirk has 3 emails and 1 mobile phone numbers on RocketReach.
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