Matthew Oliveira
Advisor Associate
As an Advisor Associate in Wealthspire’s New York City office, Matthew works closely with clients and advisors throughout the financial planning and investment management process. Matthew brings nearly five years of financial services experience to his role. Prior to joining Wealthspire, he worked as an independent financial planning analyst and spent several years with MyCIO Wealth Partners. His earlier experience includes financial consulting and data analysis at IHS Markit and a financial analyst internship with First Data Corporation. Matthew earned a Bachelor of Science in Finance from the University of Maryland, College Park and an MBA in Finance from the University of South Carolina’s Darla Moore School of Business. A former football letterman at both universities, he remains active with their alumni communities.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
