Brandon Pflaum President/Founder
Brandon is a founding member and President of MW Ventures. He has over 11 years of experience in client service, retirement planning and fixed income. His focus includes developing and managing client relationships, portfolio management and fixed income analysis.
Brandon grew up and currently resides in New York with his wife and 5 year old. He is a co-founder and board president of the nonprofit organization The Alex Cefalu Memorial Foundation which runs an annual charity golf outing in honor of a late childhood friend, donating proceeds to The Immune Deficiency Foundation and St. Jude Children’s Research Hospital. Brandon is also active in the ALS community building awareness and raising money to support research to find a cure. This is a personal mission for Brandon as his family has been directly affected by this brutal disease.
Qualifications & Licenses
Areas of Focus
- Over 11 Years of Financial Services Experience
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Series 63 - Uniform State Law
- 10-55 NY Life, Accident and Health Insurance Agent
- Prior Senior Managing Director with New York-based Financial Services firm
- Managed Money Programs
- Fixed Income
- Estate Planning/Wealth Preservation
- Private Equity
- Equity & Index Options Strategies
Matthew Gates CEO/Founder
Matthew Gates is a founding member of MW Ventures LLC and brings almost20 year of industry experience to our family. Matthew is recognized in the northeast as an industry leader in wealth management and consulting services. As our CEO he has been instrumental in bringing a level of sophistication to our product line that meet the needs all our corporate and high-net-worth client. Over the years Matthew has dealt with a broad range of products including ETFs, Private Equity, and New Issues. Matthew is one of the pioneers of Pre-IPO investing and continues to innovate the sector every year.
Matthew grew up in NY and currently raises his 4-year son in Long Island City. He is a proud supporter of the American Heart Association and when he is not working Matthew enjoys fishing, golf, and traveling with family.
Qualifications & Licenses
Areas of Focus
- Over 11 Years of Financial Services Experience
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Series 63 - Uniform State Law
- 10-55 NY Life, Accident and Health Insurance Agent
- Prior Senior Managing Director with New York-based Financial Services firm
- Managed Money Programs
- Fixed Income
- Estate Planning/Wealth Preservation
- Private Equity
- Equity & Index Options Strategies