Matthew P. McKee, CFA
Matthew is an investment professional with nearly two decades of experience in financial services, including positions at Gabelli Funds and Farallon Capital Management, two of the world’s top investment managers.
Matthew leverages his experience to help business owners and professionals develop retirement programs designed to grow and protect their wealth during working years and to provide cash flow in retirement. In addition to fee-only wealth management, his holistic approach incorporates all aspects of financial planning, from college funding to tax and estate planning.
Matthew holds a BA in Economics from Hamilton College, an MBA from Vanderbilt University, and the CFA Charter. He is also an Adjunct Professor of Economics at SUNY Suffolk. In his free time, he enjoys golfing and spending time with family.