You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Partner | Apr 2021 to Present | — |
| Old Town Chinatown Business Association | Board of Directors | Unknown to Present | — |
| Transition Projects, Financial Advisor at Umpqua Investments, Inc. (Member FINRA | Board Member | Feb 2012 to Present | — |
| Umpqua Investments, Inc. (Member FINRA/SIPC) | Financial Advisor | Feb 2010 to Present | — |
| Elisha Kent Kane Historical Society | Board Member & Curator | Sep 2002 to Present | — |
| Mcgarry, Michael | Executive | Unknown to Present | — |
Education
University of Pennsylvania
1982 — 1986
Choate Rosemary Hall
1981 — 1982
Others at Steward Partners Investment Advisory, LLC (13)
| Name | Role | Location |
|---|---|---|
| Partner | Suffolk, VA , United States | |
| Associate | Milwaukee, WI , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Partner, Vice President, and Wealth and Portfolio Specialist | Manchester, NH , United States | |
M Michael Carilli | Vice President - Wealth and Portfolio Specialist | Boston, MA , United States |
| Head of Trading | Warminster, PA , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Vice President, Partner and Wealth and Portfolio Specialist | Washington, DC , United States | |
| Senior Associate | Morris Plains, NJ , United States | |
| Partner | Philadelphia, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States | |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
| Partner | Summit Trail Advisors, LLC | New York, NY , United States | |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |