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Michael McGarry

Michael McGarry

Partner at Steward Partners Investment Advisory, LLC

Portland, OR , United States

About

Michael McGarry is a Partner at Steward Partners Global Advisory, LLC in Portland, Oregon, where he provides comprehensive wealth management and investment advisory services to non-profit organizations, foundations, businesses, and high-net-worth individuals. His advisory approach emphasizes thoughtful, consultative financial planning tailored for both institutional and individual clients, leveraging three decades of industry experience.

McGarry's investment expertise spans multiple sectors, with a focus on nonprofit endowments, foundations, and small business portfolios. He has a background as a Financial Advisor at Umpqua Investments, and previously served as Senior Vice President and Manager at Smith Barney in New York City before joining Steward Partners. He is actively involved in the Portland community, serving on the board of the Old Town Chinatown Business Association and Transition Projects.

He holds a Bachelor of Arts from the University of Pennsylvania and is an alumnus of Choate Rosemary Hall. McGarry maintains multiple FINRA securities licenses (Series 7, 63, 65, 9, and 10), highlighting his compliance and regulatory expertise. His career is distinguished by a commitment to fiduciary excellence, client education, and extensive service to both nonprofit organizations and private clients.

Career History

OrganizationRoleDate RangeDetails
Steward Partners Global Advisory, LLCPartnerApr 2021 to Present
Old Town Chinatown Business AssociationBoard of DirectorsUnknown to Present
Transition Projects, Financial Advisor at Umpqua Investments, Inc. (Member FINRABoard MemberFeb 2012 to Present
Umpqua Investments, Inc. (Member FINRA/SIPC)Financial AdvisorFeb 2010 to Present
Elisha Kent Kane Historical SocietyBoard Member & CuratorSep 2002 to Present
Mcgarry, MichaelExecutiveUnknown to Present

Education

University of Pennsylvania

1982 1986

Choate Rosemary Hall

1981 1982

Others at Steward Partners Investment Advisory, LLC (13)

NameRoleLocation
Andrew Gregory
Andrew Gregory
PartnerSuffolk, VA , United States
Jodie Mrotek
Jodie Mrotek
AssociateMilwaukee, WI , United States
Joseph Fell
Joseph Fell
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Katie Ramsay
Katie Ramsay
Partner, Vice President, and Wealth and Portfolio SpecialistManchester, NH , United States
M
Michael Carilli
Vice President - Wealth and Portfolio SpecialistBoston, MA , United States
Michael Kutsaya
Michael Kutsaya
Head of TradingWarminster, PA , United States
Scott Salvail
Scott Salvail
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Ali Allen
Ali Allen
Vice President, Partner and Wealth and Portfolio SpecialistWashington, DC , United States
Austin Eppel
Austin Eppel
Senior AssociateMorris Plains, NJ , United States
Crcp Heather Marie Dolce
Crcp Heather Marie Dolce
PartnerPhiladelphia, PA , United States
Showing 1-10 of 13 team members

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