Matthew Senicola, CIMA® CRPC® AAMS®
Branch Manager/Managing Partner
Matthew Senicola has over 26 years of professional experience in the financial services industry, specializing in investment and wealth planning strategies. He has built a reputation for providing comprehensive solutions tailored to business owners, families, and individual investors. His entrepreneurial drive led him to be one of the founding members of North Shore Wealth Management Group, LLC, where he serves as branch manager of the Massapequa, NY office.
Matthew holds various financial designations and earned his Certified Investment Management Analyst (CIMA) from the University of Chicago Booth School of Business. As an active Investments and Wealth Institute (IWI) member, he stays current with industry trends and best practices.
Qualifications:
- Series 7 FINRA General Securities Representative
- Series 63 Uniform Securities Agent State Law Exam
- Series 24 General Securities Principals License
- New York State Health and Life Insurance License
- Series 65 Uniform Investment Advisor Law Examination License
- CIMA® - Certified Investment Management Analyst
- CRPC®- Chartered Retirement Planning Counselor
- AAMS®- Accredited Asset Management Specialist
- Investments & Wealth Institute Member
He is licensed to transact securities business in the following 25 states - AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, MD, MA, MI, NV, NJ, NY, NC, OR, PA, TX, UT, VA, and WA.
Media:
Matthew has contributed and been quoted in publications such as Bloomberg, CNBC, Jim Cramer's -The Street.com, Reuters, Seeking Alpha, Markets Media, Midland Business Journal, Long Island Business News, Barron's, Newsday, USA Today, Investor's Business Daily, Advisors Magazine and the Wall Street Journal.
He resides in Bellmore, NY, with his wife, Tanya, and two sons, Lucas and Nicolas.