E. Matthew Steinberg Managing Director - Investments

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Jenkintown, PA
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.

07/15/2026

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.

07/13/2026

We’re expecting overall good results for S&P 500 earnings as fundamentals (economic, corporate, and consumer) in our view appear conducive for continued growth.

With Q2 Earnings Season Starting on Tuesday, Much to Digest in the Weeks Ahead

07/09/2026

Beneath resilient markets and stable employment, many households continue to face pressure from higher gas prices, rising food costs, elevated debt levels, and higher borrowing costs.

With consumer spending accounting for nearly two-thirds of U.S. GDP, understanding how Americans are adapting to these challenges remains critical for investors and the broader economic outlook.

From changing spending habits and historically low consumer confidence to the growing impact of fuel prices and product innovation, investors are closely watching the signals that could shape purchasing patterns and economic growth in the months ahead.

https://bit.ly/4vgy2BH

07/08/2026

Our latest Where We Stand report provides a high-level view of today's investment environment, from economic growth and inflation to market leadership, interest rates, and sector positioning.

Explore Chief Investment Strategist John Stoltzfus' latest perspective on the themes shaping markets and what investors should be watching in the months ahead.

Read the full report:

07/06/2026

From our position on the radar screen, our year-end target price for the S&P 500 of $8100, which we initiated in December of last year, looks reachable from here.

As the Second Half of 2026 Gets Underway, What’s in Store for Markets?

07/02/2026

In observance of Independence Day, our U.S. offices will be closed on Friday, July 3. We wish everyone a safe and enjoyable holiday weekend.

07/01/2026

Timothy Horan, Oppenheimer tech analyst, joins ‘Squawk Box’ to discuss the fair value for SpaceX, the road ahead for the company following its IPO debut, the company’s mobile ambitions, and more.

Timothy Horan, Oppenheimer tech analyst, joins 'Squawk Box' to discuss the fair value for SpaceX, the road ahead for the company following its IPO debut, the company's mobile ambitions, and more.

06/29/2026

Our favorite sectors of the S&P 500 remain: information technology, communications services, industrials, financials, and consumer discretionary.

Artificial Intelligence and Rocket Science Are Moving the World

Address

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19046

Telephone

+12155763015

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https://www.oppenheimer.com/matthewsteinberg/index.aspx

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