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Matthew  McKee, MBA, CFA®
Samalin Investment Counsel

Tel: 914-666-6600
297 King Street
Chappaqua, NY 10514
Samalin Investment Counsel | Financial Advisor in Chappaqua ,NY

About Samalin Investment Counsel

Samalin Investment Counsel is an award-winning SEC Registered Investment Advisory firm that offers our clients what we consider to be, white glove service. Customer service is a top priority for us. With companies relying so much on technology, we still believe it is important to interact with our clients. Our entire team knows all of our clients and their goals because they are our goals.


General Information

Firm Start Year:   2007
No.of Employees:   10-19
Number of Years with Current Firm:   2
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Commodities, Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, At my office, At your home, Video Conference, At your office, Via Phone


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   Fees are based, in part, by the complexity of your needs. Please reach out to discuss.


Education

BA - Economics  Hamilton College
08/01/1997-05/01/2001

MBA - Finance  Vanderbilt University
08/01/2008-05/01/2010



Disclosures

Third-party rankings are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. Investment advisory services are offered through Samalin Investment Counsel, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly notice filed, or is excluded or exempted from state filing requirements. SEC registration does not constitute an endorsement of the Company by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Matthew  McKee, MBA, CFA®

Matthew  McKee, MBA, CFA®

Matthew is an investment professional with vast financial experience across asset classes, including positions at Gabelli Funds and Farallon Capital Management, two of the world's top investment managers. Matthew leverages his experience to help business owners and professionals develop retirement programs designed to grow and protect their wealth during working years and provide cash flow in retirement. In addition to fee-only wealth management, his holistic approach incorporates all aspects of financial planning, from college funding to tax and estate planning.

Matthew holds a BA in Economics from Hamilton College, an MBA from Vanderbilt University, and the CFA Charter. He is also an Adjunct Professor of Economics at SUNY Suffolk. In his little free time, he is likely found on the golf course.

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