Matthew Oliveira
Advisor AssociateMatthew is an advisor associate based in our New York City office, supporting the local team of advisors by assisting with every step of the financial planning process, helping to devise investing strategies, and serving as a point of contact for clients.
Matthew brings almost five years of industry experience, most recently working as an independent financial planning analyst after several years at MyCIO Wealth Partners. He holds an MBA in finance from University of South Carolina’s Moore School of Business and earned a bachelor’s degree in finance from The University of Maryland – College Park.
Currently residing in Watchung, NJ, Matthew is a former University of Maryland and University of South Carolina Football Letterman, remaining active in both alumni associations and attending annual games to connect with members.
Previous Experience
- Independent Financial Planning Analyst
- Financial Planning Analyst at MyCIO Wealth Partners
- Financial Consultant and Data Analyst at IHS Markit
- Financial Analyst Intern at First Data Corporation
Education & Credentials
- BS, University of Maryland, Finance
- MBA, University of South Carolina, Finance
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
