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Matthew Oliveira

Matthew Oliveira

Analyst at Mycio Wealth Partners, LLC

New York, NY , United States

About

Matthew Oliveira is an Analyst at myCIO Wealth Partners, based in New York, NY, specializing in financial valuation and investment analysis for high-net-worth individuals and institutions. In his current role, he conducts portfolio analysis, contributes to asset allocation strategy, and provides research-driven insights to support client investment objectives, with a particular emphasis on equities, fixed income, and alternative investments.

Prior to joining myCIO Wealth Partners in March 2022, Matthew was an Analyst at IHS Markit, where he developed expertise in data analytics and market intelligence, contributing to financial sector research. His early career also includes experience as a football student-athlete at the University of South Carolina, demonstrating both teamwork and a strong work ethic.

Matthew holds an MBA in Finance from the Darla Moore School of Business and a finance degree from the University of Maryland's Robert H. Smith School of Business. His academic background and analytical skills underpin his focus on portfolio management, risk assessment, and optimizing asset allocations for diverse client needs in the investment management sector.

Career History

OrganizationRoleDate RangeDetails
myCIO Wealth PartnersAnalystMar 2022 to Present
IHS MarkitAnalystJan 2021 to Mar 2022
University of South CarolinaFootball Student-AthleteJun 2019 to May 2020
University of Maryland College ParkFootball Student-AthleteJun 2015 to May 2019
First Data CorporationFinancial AnalystMay 2018 to Jul 2018
• Assisted accounting division to interpret financial results & recommend strategies to reduce expense & increase profitability • Prepared monthly performance summaries for c-suite review • Establis...

Education

Darla Moore School of Business

Master of Business Administration - MBA, Finance

2019 2020

University of Maryland - Robert H. Smith School of Business

Finance, Finance, General

2015 2019

Saint Peter's Prep

2011 2015

Others at Mycio Wealth Partners, LLC (12)

NameRoleLocation
Bruce Fenster
Bruce Fenster
PartnerLafayette Hill, PA , United States
Christopher Morello
Christopher Morello
PartnerPhiladelphia, PA , United States
J
Jim Biles
PartnerPhiladelphia, PA , United States
Kevin Newbert
Kevin Newbert
AnalystPhiladelphia, PA , United States
S
Stephen Rennard
PartnerPhiladelphia, PA , United States
C
Connor L.
Senior AnalystNew York, NY , United States
D
David Lees
Senior PartnerBryn Mawr, PA , United States
J
Jon Michewicz
PartnerPhiladelphia, PA , United States
J
Justin Pagliei
PartnerPhiladelphia, PA , United States
Patrick Kowalczyk
Patrick Kowalczyk
AnalystPhiladelphia, PA , United States
Showing 1-10 of 12 team members

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