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Matthew G
CFA®, Series 66
Scarsdale, NY
Gutierrez Wealth Advisory, LLC
Matthew Gutierrez is a CFA® charterholder with seven years of industry experience. He currently works at Gutierrez Wealth Advisory, LLC, a team-based firm in Scarsdale, NY, and previously held roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to clients' risk profiles and objectives, managing accounts on both discretionary and non-discretionary bases.
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