Matthew

Matthew: Email & Phone Number

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Senior Wealth Advisor at Mission Wealth|New York, New York, United States

Position:

Senior Wealth Advisor at Mission Wealth

Location:

New York, New York, United States

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Last updated: 2026-05-27
Updated: 2026-05-27

Found email addresses for Matthew:

Business emails:
Personal emails:
****@mai.capital,
****@aol.com,
m***@hotmail.com

Found phones for Matthew:

+1-870-***-**77,
+1-909-***-**24
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Work Experience 9 years

Senior Wealth Advisor at Mission Wealth

Sep 2025 - Current

Wealth Advisor, Director at MAI Capital Management

Jan 2024 - Sep 2025

Client Manager at Marcum Wealth

May 2022 - Jan 2024

Financial Advisor at Marcum Wealth

Oct 2020 - May 2022

Paraplanner at American Investment Planners LLC

Jul 2018 - Oct 2020

Associate Financial Consultant at Charles Schwab

Feb 2017 - Feb 2018

Matthew started working in 2017, then the employee has changed 4 companies and 5 jobs. On average, Matthew works for one company for 1 year 6 months.

Matthew holds Certified Financial Planner (CFP) certifications.

Education

Master of Business Administration - MBA at Hofstra University

Bachelor of Business Administration - BBA at Hofstra University

University at Albany

Frequently Asked Questions

SignalHire found verified email addresses for Matthew, both business and personal. Their business email is **@missionwealth.com, and personal emails include ****@marcumwealth.com, ****@mai.capital, and ****@aol.com.
SignalHire found multiple verified phone numbers for Matthew: +1-323-***-**77, +1-870-***-**77, and +1-909-***-**24.
You can reach Matthew through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.
Matthew has 9 years of professional experience. They have held roles including Wealth Advisor, Director, Client Manager, and Financial Advisor at companies such as MAI Capital Management, Marcum Wealth, and Marcum Wealth. Their education includes Master of Business Administration - MBA from Hofstra University, and Bachelor of Business Administration - BBA from Hofstra University.
Yes. Matthew's SignalHire profile was last updated on 27 May 2026, reflecting their current position as Senior Wealth Advisor at Mission Wealth in Santa Barbara, California, United States.

Matthew Namesakes

Name
Company
Position
Matthew
Intern
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Matthew
Client Advisor
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Matthew
Based Fightwear Inc.
Co-Owner
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