Matthew Portnoy, Senior Vice President/Investments - Stifel

Matthew Portnoy, Senior Vice President/Investments - Stifel With more than 30 years of experience, my goal is to develop long-term relationships based on mutual trust and respect. Stifel Financial Corp.

Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can provide face-to-face, professional service and guidance. I specialize in building and implementing tailored investment portfolios designed to help connect my clients to the complex investment world while pursuing their financial goals. Backed by Stifel’s extensive research and resources as well as their investment banking services, my goal is to help high-net-worth individuals, institutions, money managers, and small business owners with issues surrounding estate, insurance, and retirement planning. I look forward to extending my services to you and your family. Together, we can discuss investment strategies designed to fit your unique situation. Specialties: Retirement Planning Strategies, Insurance, Investments

Interests: Keeping Fit, Tennis, and Skiing

After Hours By Appointment Only
/*********/
Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

09/08/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D takes a closer look at the latest August payrolls report and what it means for future Fed policy.

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which ...
08/31/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

Watch the full report here: https://livesocial.seismic.com/aJFGLT

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the glo...
08/31/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the global energy market hurting American consumers as gasoline prices spiked to a four-year high of $4.56 a gallon in May. Since then, prices have cooled somewhat, down 10%, but they are still 45% higher than at the start of the year.

Read the full report here: https://livesocial.seismic.com/aObOFG

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The r...
08/30/2026

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The resulting gridlock is likely to mean that Congress will be limited in what it can pass. Instead, it is expected that the regulatory agencies and the Federal Reserve are to be the venues where the policy action takes place.

Read more in Potomac Perspective from Brian Gardner: https://livesocial.seismic.com/aZWOjj

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better...
08/28/2026

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better prepared to make the most of your time.

Learn more about important estate plan considerations here: https://livesocial.seismic.com/au1TYQ

Stifel takes a new and unique approach to trusteed IRAs with our Stifel Springing IRA, which can help provide you with m...
08/25/2026

Stifel takes a new and unique approach to trusteed IRAs with our Stifel Springing IRA, which can help provide you with maximum flexibility for your estate and retirement planning. Connect with your Stifel financial advisor to evaluate your goals and establish a plan. For more information, read about the Stifel Springing IRA here: https://livesocial.seismic.com/aOxV_g

08/24/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D., which provides a summary of the key developments impacting the economy and financial markets.

A successful business strategy often extends beyond day-to-day operations. As financial, operational, and succession nee...
08/18/2026

A successful business strategy often extends beyond day-to-day operations. As financial, operational, and succession needs evolve, business owners may benefit from a range of specialized resources and services.

Explore how business owner services can support planning, risk management, employee benefits, and succession considerations:
https://livesocial.seismic.com/ajfZc9

08/17/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

Address

4 West Red Oak Lane, Suite 101
White Plains, NY
10604

Telephone

+19146948695

Website

Alerts

Be the first to know and let us send you an email when Matthew Portnoy, Senior Vice President/Investments - Stifel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Matthew Portnoy, Senior Vice President/Investments - Stifel:

Shortcuts

Share

Category