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 exte

nsive 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.

06/17/2026

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.

Life, liberty, and the pursuit of happiness offer a framework for understanding freedom today. Applied to finances, they...
06/16/2026

Life, liberty, and the pursuit of happiness offer a framework for understanding freedom today. Applied to finances, they help define financial independence through your needs, wants, and goals, guiding decisions that align with what matters most.

Explore the full newsletter to see how this approach can shape your financial planning decisions:
https://livesocial.seismic.com/aGUc1o

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globa...
06/15/2026

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globalization of the food industry has afforded consumers access to a myriad of markets and different products often at lower prices, the shifting composition of players has left the industry increasingly vulnerable to global supply and price shocks. Today, the traditional model of locally grown produce has shifted, where family-run farms play a minority role to international suppliers and big business distributors.

Read the full piece here: https://livesocial.seismic.com/as67rT

Taxation of your Social Security benefits is based upon your provisional income. Provisional income equals your adjusted...
06/15/2026

Taxation of your Social Security benefits is based upon your provisional income. Provisional income equals your adjusted gross income, plus any tax-exempt interest, plus 50% of your Social Security income.

Click the link below to learn more about social security and taxation of benefits:
https://livesocial.seismic.com/aS6byJ

06/12/2026

The case for "higher for longer" interest rates is strengthening. Firming inflation, a resilient job market, and mounting government debt are putting upward pressure on rates and complicating the Fed's path forward. In this , our CIO Office breaks down the data driving this shift - and the potential implications for growth and equity market volatility.

https://stifel.info/SL061226

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, publ...
06/09/2026

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.

Learn more: https://livesocial.seismic.com/awVXEs

06/08/2026

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.

Many people don't feel confident making their own decisions when it comes to their retirement accounts. Let us help do t...
06/07/2026

Many people don't feel confident making their own decisions when it comes to their retirement accounts. Let us help do the work with you—ask us how to get started!

Recent insights from the Federal Reserve's Beige Book indicate rising inflation across various regions, largely driven b...
06/07/2026

Recent insights from the Federal Reserve's Beige Book indicate rising inflation across various regions, largely driven by elevated energy prices stemming from geopolitical tensions. The report highlights that businesses are facing margin pressure as input costs climb faster than selling prices. Many producers remain hesitant to expand output due to economic uncertainty, which is impacting overall growth expectations.

In this context, diversifying into sectors like technology and healthcare may merit consideration. While market optimism exists, understanding the interplay of inflation and energy costs is essential for navigating potential risks and opportunities.

Business News | Financial News | Stock Market Quotes - FOXBusiness.com

Address

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

Telephone

+19146948695

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