Samalin Wealth is pleased to announce the opening of our North Fork Office, headed by new financial advisor Matthew P. McKee, CFA. Matthew is an investment professional with a unique combination of experiences in both asset management and healthcare finance. His 14 years of professional experience in finance includes working for Gabelli Funds, Farallon Capital Management, and one of the nation’s largest hospitals. He has also worked with a healthcare consulting firm, focusing on practice valuation opinions and advice related to businesses, physician compensation arrangements, and machinery and equipment.
Matthew graduated with a BA in Economics from Hamilton College, an MBA from Vanderbilt University, is a CFA Charterholder, and an Adjunct Professor in Economics at SUNY Suffolk. He also is a wine enthusiast, studying for Level II of the Court of Master Sommelier program. Matthew lives in Mattituck where he spends his free time with his family, playing golf, tennis, and enjoying the local vineyards.
Read more about Samalin Wealth here.