E. Matthew Steinberg Managing Director - Investments

E. Matthew Steinberg Managing Director - Investments He also works with businesses in the Greater Philadelphia area to design and implement retirement programs that range from 401(k)s to profit-sharing plans. Inc.

Matthew Steinberg’s financial services practice focuses on five main areas: financial advice, education savings, life insurance, retirement and financial planning strategies. Matthew’s training enables him to assist clients with investments along with recommending both retirement and financial planning strategies for high net worth individuals. Through consistent effort and a reputation for outsta

nding service, he has built a solid base of satisfied clients. Before joining Oppenheimer & Co. in 1994, Matthew had a successful career with a major Wall Street firm. Matthew holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Exam (Series 65). He is also licensed as an agent for life and health insurance in the states of Pennsylvania and New Jersey. He has earned the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. Matthew graduated summa cm laude from The Pennsylvania State University with a bachelor’s degree in finance. I am licensed in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MD, MA, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TX, VT, VA. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Consider taking a look at the current offering as an alternative to cash being held in a checking account. Please give m...
09/02/2026

Consider taking a look at the current offering as an alternative to cash being held in a checking account. Please give me a call if you would like to discuss this or money market options.

In our view, the courage of an investor’s convictions, a tolerance for risk, an appetite for opportunity along with righ...
08/24/2026

In our view, the courage of an investor’s convictions, a tolerance for risk, an appetite for opportunity along with right-sized expectations are key to navigating through periods of transition.

We Quote John Lennon When Thinking About Past Periods of Transition

In our view, intermediate- and longer-term investors should not be surprised if with the VIX currently at its lower leve...
08/17/2026

In our view, intermediate- and longer-term investors should not be surprised if with the VIX currently at its lower levels that any negative news item could create a spate of indigestion for the markets.

As Earnings Season Winds Down, Focus Turns to the Inflation Reports

Earnings results thus far have continued surprising to the upside with the 51% growth rate reported at this point more t...
08/10/2026

Earnings results thus far have continued surprising to the upside with the 51% growth rate reported at this point more than twice the 23.6% bottom-up growth rate expected by analysts in FactSet’s survey prior to the season’s start.

As Earnings Season Winds Down, Focus Turns to the Inflation Reports

08/05/2026

Receiving an inheritance can bring a mix of emotions—and plenty of questions about what to do next.

Whether it includes a home, savings, investments, or a retirement account, you don’t have to make every decision at once. Taking time to understand what you’ve inherited can help you avoid common mistakes and make choices that support your future.

Not sure where to begin? Read our full article for practical guidance to help you navigate your next steps with greater clarity and confidence: https://bit.ly/4qiKD6N

A silver lining to the over-hanging clouds of recent volatility has been some further reduction in the forward earnings ...
08/03/2026

A silver lining to the over-hanging clouds of recent volatility has been some further reduction in the forward earnings multiple of the S&P 500...

Strong Q2 Earnings Results Sent Large Cap Stocks Higher Last Week

07/30/2026

Our latest commentary from Oppenheimer Asset Management examines the Fed's decision, highlights the key themes from the July meeting, and discusses what investors should be watching in the months ahead.

Read the full commentary to learn more: https://bit.ly/4wDHocs

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