Tiffany McGhee Email & Phone Number
Founder, CEO and Chief Investment Officer @ Pivotal Advisors
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Tiffany McGhee Location
- New York, NY, US
Tiffany McGhee Work
- Founder, CEO and Chief Investment Officer @ (December 2020 - Present)
- Founder @ (September 2018 - Present)
- Contributor @ (September 2020 - Present)
- CEO and Co-CIO @ Institutional Investment Services at Momentum Advisors (January 2020 - December 2020)
- Founding Partner, Head of Institutional Investment Services and Manager Research @ Momentum Advisors (January 2013 - March 2020)
- Founder and Chief Executive Officer @ Financial Education Solutions (December 2011 - January 2013)
- Senior Consultant and Mid-Atlantic @ (December 2009 - December 2011)
- National Accounts Relationship Management - Third Party Distribution @ T. Rowe Price (January 2008 - October 2009)
- Financial Advisor Private Client Group @ (January 2003 - January 2008)
Tiffany McGhee Education
- Morgan State University
Bachelor of Arts (BA) (Political Science and International Relations)
1995-2000
Tiffany McGhee Skills
- Relationship building expertise
- Institutional retirement plan consulting
- Extensive knowledge of ERISA
- Retirement plan design
- Fiduciary training
- Investments
- Series 7
- Retirement Planning
- Retirement Plan Consulting
- Wealth Management
- Equities
- Employee Benefits
- Nonprofits
- Portfolio Management
Tiffany McGhee Summary
- Tiffany McGhee, based in New York, NY, US, is currently a Founder, CEO and Chief Investment Officer at Pivotal Advisors. Tiffany McGhee brings experience from previous roles at StocSavvy, CNBC, Institutional Investment Services at Momentum Advisors and Momentum Advisors. Tiffany McGhee holds a 1995 - 2000 Bachelor of Arts (BA) in Political Science and International Relations @ Morgan State University. With a robust skill set that includes Relationship building expertise, Institutional retirement plan consulting, Extensive knowledge of ERISA, Retirement plan design, Fiduciary training and more. Tiffany McGhee has 2 emails and 2 mobile phone numbers on RocketReach.
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