Matthew McPhee
Syosset,NY
Overview
6
6
years of professional experience
Work History
Financial Planning Analyst
Equitable Advisors
05.2024 - Current
- Contributing to portfolio development and conducting in-depth analysis to provide tax mitigation strategies.
- Facilitated data set up in software such as income labs and asset maps
- Leveraged advanced data visualization tools for effective communication of complex financial information to non-financial audiences.
Junior Trader (Intern)
Alta Partners
05.2024 - Current
- Assisted portfolio manager of a delta neutral/merger arbitrage driven strategy
- Developed and maintained market intelligence for companies by sifting through SEC filings
- Monitored volume and price activity for names in the portfolio and flagged opportunities and trends to the portfolio manager
Financial Analyst Intern
American Capital Partners
06.2023 - 08.2023
- Collaborated with portfolio managers to formulate investment strategies based on industry research: Generated over $100,000 in quantum stocks.
- Advocated and presented research for investments in cryptocurrencies.
- Kept up to date with industry news, regulatory changes, and technological advancements.
Senior Research Fellow
Nassau County Legislature
01.2018 - 01.2020
- Researched new initiatives, came up with solutions to problems within the community relating to business, and brainstormed with officials on local issues.
- Proposed a program allowing students to diminish the technological divide between seniors and teenagers: New Life
Education
Bachelor of Science - Finance
The Ohio State University
Columbus, OH05.2025
Skills
- Proficient in Excel
- Proficient in Bloomberg
- Client Relationship Development
Additional Information
Deloitte Career Launch Program, 08/22 - 05/23
- Actively participated in leadership workshops and
seminars focused on leadership style and team dynamics.
- Developed and presented a comprehensive case study analysis to senior Deloitte executives.
Delta Tau Delta Fraternity, 01/21 - Current
- Involved in philanthropic events and social activities to raise money for JDRF
- As part of the fund management committee, we allocate capital to the different branches of the fraternity
Timeline
Financial Planning Analyst
Equitable Advisors
05.2024 - Current
Junior Trader (Intern)
Alta Partners
05.2024 - Current
Financial Analyst Intern
American Capital Partners
06.2023 - 08.2023
Senior Research Fellow
Nassau County Legislature
01.2018 - 01.2020
Bachelor of Science - Finance
The Ohio State University