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Matt McGinness
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Profile
Matthew McGinness worked as the Chief Executive Officer at First Allied Advisory Services, Inc. He was also a Vice President at LPL Financial Holdings, Inc. and an Associate Director at Cerulli Associates, Inc. Additionally, he held the position of Managing Director-Strategic Consulting at Envestnet, Inc. He was a Managing Director at First Allied Securities, Inc. for a brief period in 2010.
Mr. McGinness received his undergraduate degree from Colby College in 1996.
Former positions of Matt McGinness
| Companies | Position | End |
|---|---|---|
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2011-03-29 |
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Provides asset and wealth management research, reports, data and consulting services | Corporate Officer/Principal | - |
| ENVESTNET, INC. | Corporate Officer/Principal | - |
First Allied Advisory Services, Inc.
 First Allied Advisory Services, Inc. Investment ManagersFinance FAAS provides an asset management platform that seeks to combine the benefits of active, professional asset management with multiple professional asset management firms and management methodologies. The firm’s IARs use various securities to allocate client assets according to a strategy’s investment objective. These securities may include stocks, bonds, mutual funds, ETFs, unit investment trusts (UITs), certificates of deposit, Treasury securities, insurance products and alternative investments. The IARs are permitted to use their own method(s) of analysis. | Chief Executive Officer | - |
Training of Matt McGinness
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
71
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
LPL Financial Holdings, Inc.
 LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services | Finance |
First Allied Advisory Services, Inc.
First Allied Advisory Services, Inc. Investment ManagersFinance FAAS provides an asset management platform that seeks to combine the benefits of active, professional asset management with multiple professional asset management firms and management methodologies. The firm’s IARs use various securities to allocate client assets according to a strategy’s investment objective. These securities may include stocks, bonds, mutual funds, ETFs, unit investment trusts (UITs), certificates of deposit, Treasury securities, insurance products and alternative investments. The IARs are permitted to use their own method(s) of analysis. | Finance |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cerulli Associates, Inc.
Cerulli Associates, Inc. Investment ManagersFinance Provides asset and wealth management research, reports, data and consulting services | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
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