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)
- Founder and Chief Executive Officer @ Financial Education Solutions (December 2011 - December 2013)
- 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 - December 2008)
- 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 Financial Education Solutions. 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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