Matt McGuire

  • 30
  • January 5, 2016
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Senior Vice President, Heritage Trust

Certified Financial Planner™

M.S. (Finance), Oklahoma City University

B.S. (Political Science), University of Richmond

Mr. McGuire joined the Heritage team in 2006 and brings more than 16 years of experience in the trust and investments industry.  He serves as senior vice president, relationship manager, for Heritage Trust and was named president of Heritage Institutional in April of 2014.  Matt leads the management of foundations, endowments, and family assets for Heritage Retirement Plan Advisos, while maintaining his relationship manager duties at Heritage Trust.  Matt began his career at Heritage as vice president, senior portfolio manager.

A New York native, Mr. McGuire holds a bachelor’s degree in political science from the University of Richmond. He received his master’s degree in finance from Oklahoma City University. Mr. McGuire is a Certified Financial Planner™.

A firm believer in giving back to his community, Mr. McGuire is active in the United Way of Central Oklahoma. His involvement began 18 years ago when he agreed to serve as a campaign coordinator. Currently, he is an executive committee member, the assistant treasurer and also serves on the board of directors. He previously served as the United Way Emerging Leaders co-chair from 2004-2006.  Mr. McGuire is also currently on the Oklahoma Zoological Society Board, serves on the Board of Trustees at Last Frontier Council – Boy Scouts of America Trust, and is a Day Chair at the Arts Council of OKC Festival of the Arts.

Mr. McGuire is also a member of the Downtown Rotary Club 29 and serves on the board of directors for Youth Leadership Exchange. He was a graduate of Leadership Oklahoma City Class XXVI. In addition to his current charitable services, Mr. McGuire is a past board member of the Oklahoma City Philharmonic and the Downtown Club, and a former big brother with Big Brothers Big Sisters of Oklahoma City.

He and his wife, Kelley, have a daughter, Bridget, and a son, Curran. In his free time, Mr. McGuire enjoys swimming, reading and spending time with his family.