Matthew P. McKee

Matthew P. McKee, CFA

Financial Advisor  social-linkedin-outline

Matthew is an investment professional with a unique combination of experiences in both asset management and healthcare finance. His 14 years of professional experience includes Gabelli Funds, Farallon Capital Management, Boston Medical Center, and PYA, a healthcare consulting firm focusing on practice valuation opinions and advice related to businesses and physician compensation arrangements.

Matthew works with dentists to grow and protect their wealth with tax planning, financial planning, and investment management services. His holistic approach incorporates expertise surrounding all aspects of professional lifespans, from prioritizing student debt and retirement savings, to practice acquisitions and business consulting, to retirement and estate planning.

Matthew graduated with a BA in Economics from Hamilton College and an MBA from Vanderbilt University. He is a CFA Charterholder and is an Adjunct Professor in Economics at SUNY Suffolk. In addition, Matthew is a wine enthusiast studying for Level II of the Court of Master Sommelier program and is an avid golfer.

Download Bio