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Matthew Joseph Greenwald

Beck, MacK & Oliver LLC

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About Matthew Joseph Greenwald

Matthew Greenwald is an investment advisor representative at Beck, Mack & Oliver Llc. Matthew is a registered investment advisor with the state of New York. Matthew has been in the industry since 1987, and has passed both the Series 7 and Series 65 exams. Previously, Matthew worked at Mitchell Hutchins Asset Management Inc. Matthew specializes in providing investment advice to corporations or other businesses, individuals other than high-net-worth individuals, pension and profit-sharing plans, charitable organizations, high-net-worth individuals, investment companies, pooled investment vehicles, and other investment advisors.

Firm Information

Matthew Greenwald is currently registered with Beck, MacK & Oliver LLC. Beck, MacK & Oliver LLC is an investment advisor based in NEW YORK, NY. The firm manages approximately $4.8 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles, as well as selection of other advisors.
Beck, MacK & Oliver LLC

565 FIFTH AVENUE

NEW YORK, NY 10017-7111

$4.76B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Greenwald’s Registration & Firm History

NY

06/28/2021 - Present

Beck, MacK & Oliver LLC (NEW YORK NY)

NA

08/24/1987 - 01/22/1990

MITCHELL HUTCHINS ASSET MANAGEMENT INC.

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Licenses & Designations

IA

Issued 04/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Joseph Greenwald.
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