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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| myCIO Wealth Partners | Analyst | Mar 2022 to Present | — |
| IHS Markit | Analyst | Jan 2021 to Mar 2022 | — |
| University of South Carolina | Football Student-Athlete | Jun 2019 to May 2020 | — |
| University of Maryland College Park | Football Student-Athlete | Jun 2015 to May 2019 | — |
| First Data Corporation | Financial Analyst | May 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)
| Name | Role | Location |
|---|---|---|
| Partner | Lafayette Hill, PA , United States | |
| Partner | Philadelphia, PA , United States | |
J Jim Biles | Partner | Philadelphia, PA , United States |
| Analyst | Philadelphia, PA , United States | |
S Stephen Rennard | Partner | Philadelphia, PA , United States |
C Connor L. | Senior Analyst | New York, NY , United States |
D David Lees | Senior Partner | Bryn Mawr, PA , United States |
J Jon Michewicz | Partner | Philadelphia, PA , United States |
J Justin Pagliei | Partner | Philadelphia, PA , United States |
| Analyst | Philadelphia, PA , United States |
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