Matthew Portnoy, Senior Vice President/Investments - Stifel

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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
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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.

11/03/2026

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.

In this note, Chief Washington Policy Strategist, Brian Gardner, forecasts how the equity markets might react on Wednesd...
11/02/2026

In this note, Chief Washington Policy Strategist, Brian Gardner, forecasts how the equity markets might react on Wednesday morning to the midterm election results (to the extent the outcome is known). The market may have a knee-jerk reaction followed by a later reassessment. Regardless of the outcome, however, the base case is for gridlock in the coming two years. Few major policy changes are anticipated. Also given is the final outlook for the election. The race for the Senate majority is still too close to call, but if forced to make a prediction, a 50/50 Senate with Vice President Vance breaking the tie in favor of the Republicans is expected. It is noted that if the Senate majority is dependent on the Alaska race, then it could be several weeks before the outcome is known. The race for the House has been over for some time. The only question is the size of the Democrats' majority. It is thought it will be roughly in line with the post-World War II era during which the party not holding the White House has gained an average of 26 seats.

Read more here: https://livesocial.seismic.com/aoY6rR

10/30/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently examined why the midterm elections may do little to change the broader direction in Washington. In this week's , he focuses on where the election could matter more, exploring potential impacts on trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and what those policy shifts could mean for investors.

https://stifel.info/SL103026

Major life events, like career changes or growing families, can shift your insurance needs over time. A year-end review ...
10/28/2026

Major life events, like career changes or growing families, can shift your insurance needs over time. A year-end review of your life insurance and long-term care coverage can help keep your plan current and aligned with where you are today.

The midterm elections will be held on Tuesday, November 3, 2026.Stifel's CIO Office hosted the first of two sessions, ou...
10/25/2026

The midterm elections will be held on Tuesday, November 3, 2026.

Stifel's CIO Office hosted the first of two sessions, outlining what is at stake in the election and what the markets have already priced in, while the second session on November 4th will focus on translating the election results into portfolio implications.

Watch the Before the Vote Webinar Replay here: https://livesocial.seismic.com/ajGn6c

Register for Part Two - After the Vote here: https://stifel.zoom.us/webinar/register/WN_lARlYZ1-RQaEiWVI4IFJFA #/registration

How prepared is your company to handle the sudden passing of an owner? Can your current agreement adequately transfer a...
10/25/2026

How prepared is your company to handle the sudden passing of an owner? Can your current agreement adequately transfer a percentage (or the entirety) of your business should a triggering event occur?

Fill out our Buy-Sell Agreement Scorecard to get a view of how prepared your company really is: https://livesocial.seismic.com/aOEpzZ

Advisory Programs are used to manage a client's portfolio for an annual fee based on assets under management (AUM). This...
10/25/2026

Advisory Programs are used to manage a client's portfolio for an annual fee based on assets under management (AUM). This fee typically covers administrative, commission, and management expenses. For many, especially those who trade securities actively, an Advisory Program may be less expensive than a brokerage account, which charges commissions on a per-trade basis.

Learn more about Advisory Programs here: https://livesocial.seismic.com/aNshjW

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through ...
10/23/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

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

Looking for more flexibility in your retirement plan design? A cross-tested plan may allow business owners and select em...
10/22/2026

Looking for more flexibility in your retirement plan design? A cross-tested plan may allow business owners and select employees to receive higher contributions while still meeting plan requirements.

Learn more here: https://livesocial.seismic.com/aRwm1S

Address

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

Telephone

+19146948695

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