Matrix Private Capital Group is a diversified asset management firm founded in 2016 by a team of investment and wealth management professionals led by Richard S. Fuld, Jr. We serve high net worth individuals, family offices and institutions.
We are dedicated to providing tailored investment solutions. To foster true partnership with our clients, our business is founded on the following principles:
We bring together vast and complementary industry experiences from across wealth advisory, investment banking, and asset management to create tailored solutions for our clients’ liquid wealth, privately-held assets and closely-held businesses. Our team members share longstanding professional and personal relationships that embody the tight-knit, team-oriented culture we deliver to our clients.
Dick is the Founder and CEO of Matrix Private Capital Group. He is responsible for guiding the firm’s strategy and operations in addition to advising clients and portfolio companies’ senior management teams in developing and implementing corporate strategies. Dick is the former Chairman of the Board of Directors and Chief Executive Officer of Lehman Brothers. He previously served as a member of the Business Council, the International Business Council of the World Economic Forum, the Board of Governors of the New York Stock Exchange, the Board of Directors of the Federal Reserve Bank of New York and currently serves on the Board of Trustees of New York Presbyterian Hospital. Dick received his B.A. from the University of Colorado and his M.B.A. from the New York University Stern School of Business.
Marc co-leads the firm’s Private Equity business and supports Strategic Advisory client relationships. As Chief Operating Officer, Marc is also responsible for overseeing the operations and management of the firm. Prior to Matrix Private Capital Group, Marc spent eight years at Matrix Advisors and five years at Lehman Brothers, with experience in investment banking, strategic advisory, direct investing and executing proprietary M&A transactions in Lehman Brothers’ Corporate Strategy Group. Marc graduated magna cum laude from Middlebury College.
Justin co-leads the firm’s Wealth Advisory business. Justin directly engages with clients and has extensive experience advising families on asset allocation and portfolio implementation. As Chief Compliance Officer, Justin is also responsible for setting investment policy, risk management, and compliance guidelines. Prior to Matrix Private Capital Group, Justin spent eight years at Neuberger Berman. He was a Vice President and member of the Investment Strategy Group where he worked closely with the Asset Allocation Committee to develop tactical market outlooks. Justin graduated from Middlebury College.
Matt co-leads the firm’s Wealth Advisory business. Matt has extensive experience advising clients in the areas of investment policy, strategic and tactical asset allocation and customized portfolio implementation. Previously, he was a Managing Director at Neuberger Berman where he chaired the firm’s Asset Allocation Committee and was Chief Investment Officer of the Trust Company. Prior to joining Neuberger Berman, Matt was integral in developing the ultra-high net worth capabilities and practice at U.S. Trust Company and was an executive vice president at a large single-family office. He began his career in the Private Wealth Management division of Morgan Stanley having graduated summa cum laude from Stony Brook University.
Rob co-leads the firm’s Private Equity business and supports Strategic Advisory client relationships. In addition, Rob is responsible for managing the firm’s strategic initiatives. Prior to Matrix Private Capital Group, Rob spent five years at Matrix Advisors, where he primarily executed real estate investment transactions and worked closely with strategic advisory clients. Prior to Matrix Advisors, Rob was an investment banking analyst at Cronus Partners, where he worked on M&A transactions in the oil and gas, information technology and industrial manufacturing industries. Rob graduated summa cum laude from Princeton University.
Tom leads the firm’s Alternative Equity business and is Principal Portfolio Manager of the Matrix Highline Management. Prior to Matrix Private Capital Group, Tom spent ten years at Neuberger Berman. He was a Senior Vice President of Neuberger Berman and senior securities analyst for the Neuberger Berman Multi-Cap Opportunities Strategy with investment responsibilities across market capitalizations and sectors. Previously, Tom was an associate in the Office of the Chief Investment Officer and helped establish Neuberger Berman’s Investment Strategy Group. He began his career as an analyst at Lehman Brothers. Tom graduated magna cum laude from Colby College.
Monte leads the firm’s expansion in the Southeast and is responsible for managing our wealth advisory practice and talent acquisition in the region. Monte brings to Matrix nearly two decades of experience advising affluent families and foundations on all matters pertaining to their investment strategy and financial wellbeing. Prior to Matrix Private Capital Group, Monte served as Managing Director for an independent, private multi-family office. Previously, he served as a Vice President with Neuberger Berman and began his financial career with Sanford Bernstein. Monte graduated from S.U.N.Y Albany.
Lance is a Wealth Advisor with over a decade of experience advising affluent families, executives and entrepreneurs. He works closely with his clients to develop personalized wealth solutions to meet their long-term financial goals. Lance is responsible for building and managing the firm’s Southern California wealth management office. Prior to joining the firm, Lance was a Vice President and Wealth Advisor at Neuberger Berman and began his career at American Express Financial Advisors. He received a B.S. in Business Administration with an emphasis in Finance from the University of Northern Colorado.
Michelle is primarily responsible for supporting all facets of a client relationship in the Wealth Advisory business. Prior to Matrix Private Capital Group, Michelle was a Client Relations Manager for an independent, private multi-family office. Previously, she worked with high-net-worth and ultra-high-net worth families both domestically and internationally at Neuberger Berman, J.P. Morgan, and Merrill Lynch. Michelle graduated from Emory University.
Eric is a member of the Alternative Equity investment team. His primary responsibilities include research, securities analysis and portfolio administration. Prior to Matrix Private Capital Group, Eric spent seven years at Matrix Advisors focused on strategic advisory, business development, and private and public investments across multiple industries including financial services, mining, energy and technology. Eric graduated cum laude from Middlebury College.
Charlie is a member of the Private Equity investment team. His primary responsibilities include financial modeling, due diligence, and transaction origination and structuring. Charlie also supports the firm’s Strategic Advisory business. Prior to joining Matrix Private Capital Group, Charlie was an investment banking analyst at Fieldstone Private Capital Group focused on financial analysis and due diligence for M&A and capital solicitation assignments in renewable and thermal power, infrastructure, energy efficiency and alternative fuels. Charlie graduated from the University of Vermont.
Melissa is a Senior Executive Assistant to the Chief Executive Officer. In addition to supporting the CEO, Melissa is responsible for providing administrative, operational, and marketing support across the company. Prior to Matrix Private Capital Group, Melissa spent three years at Matrix Advisors. Previously, Melissa held administrative positions at EQT Partners, a Swedish-based private equity firm, and Prada USA Corporation. Melissa graduated from the University at Albany. Melissa serves on the board of Ellevate Network.
Nicola is an Executive Assistant to the Chief Executive Officer. In addition, Nicola provides support for the firm’s Strategic Advisory client relationships. Prior to Matrix Private Capital Group, Nicola served as an Executive Assistant at Jay Godfrey. Previously, she was a personal assistant at Supow Music in Paris, France. Nicola studied at William Patterson University.
Rich is responsible for the firm’s finance and accounting, regulatory and tax compliance and office management. Prior to joining Matrix, Rich spent 20 years as the Chief Financial Officer of KR Capital Advisors, Inc., an institutional investment adviser and hedge fund manager. Prior to KR Capital Advisors, Rich worked for Montgomery Securities, CS First Boston Investment Management and Seymour Schneidman & Associates (presently known as Anchin, Block & Anchin), a CPA firm with a specialty in servicing financial services clients. Rich is a CPA and graduated from Binghamton University’s School of Management.