Broker Check
Matthew Ligman

Matthew Ligman

Vice President, Financial Consultant - AIF®

Matthew Ligman, with a tenure in the financial services industry since 2011, brings a wealth of experience in institutional investment consulting, research, and compliance to MAGIS Financial Partners. He commenced his career at The Bank of New York Mellon, where he focused on personal securities trading, insider trading, and securities fraud. Later, at PNC Bank, Matthew served as a Senior Retirement Plan Advisor within the Institutional Asset Management segment, collaborating with plan sponsors, retirement education consultants, legal counsel, accountants, and plan administrators. His journey also included leading retirement research and product development efforts for defined contribution plans at a consulting firm in the Greater Philadelphia region before joining MAGIS in 2023.

Matthew is a graduate of Creighton University’s Heider College of Business, holding a Master of Science degree majoring in Investment Management and Financial Analysis. He completed his Bachelor of Science in Business Administration with a major in Economics from Slippery Rock University of Pennsylvania. Certified as an Accredited Investment Fiduciary® (AIF®) by The Center for Fiduciary Studies at the University of Pittsburgh, Matthew's expertise lies in client best-interests, fiduciary standards of care, and the application of those standards to the investment management process. He has successfully completed the Uniform Combined State Law (Series 66) and General Securities Representative (Series 7) examinations.

Matthew is licensed as an agent for life insurance, accident & health insurance, and fixed & variable annuities. He is dedicated to maintaining the highest standards in his field by fulfilling continuing education requirements for his registrations, designations, and licenses. His comprehensive background and commitment to professional development make him a valuable new addition to the MAGIS Financial Partners team.