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.
Matt is the firm’s Chief Investment Officer and 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.
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.
Scott is a wealth advisor and Certified Financial Planner (CFP) with over 20 years of experience working with affluent families, executives and entrepreneurs. He has built his practice on three principles: putting clients’ interests first, providing exceptional service, and taking an integrated approach to comprehensive wealth management. Prior to joining Matrix, Mr. Weissman was an Executive Director, President’s Club-level wealth advisor and Alternative Investment Director at Morgan Stanley. Mr. Weissman was honored to be named to the 2019 Forbes Best-in-State financial advisor list for Illinois. Mr. Weissman began his career at ABN AMRO Bank as a credit analyst and grew into a lending capacity with the bank’s North American subsidiary, LaSalle National Bank. He graduated from Indiana University.
Tom joins after 15 years at Morgan Stanley in Chicago. While there, Mr. Bruce was First Vice President, Alternative Investment Director and Century Club-level financial advisor. In 2018, he was honored to be named to the Forbes List of America’s Top Next-Gen Wealth Advisors. Mr. Bruce takes pride in building sophisticated, creative and customized portfolio solutions for affluent families scattered throughout the country. He began his career at Deutsche Asset Management after earning his B.A. in Economics from the University of Illinois-Urbana-Champaign.
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.
Justin co-leads Matrix Private Capital Group’s Private Equity business, in addition to advising and implementing strategic advisory initiatives. He managed investments of a wide array of operating companies including in real estate, retail and energy for the Casco Passage Companies. He also led political campaigns for State and Federal office where he oversaw national fundraising. Prior to his work in politics, Justin served as the U.S. Press Officer for Concern Worldwide, an international humanitarian relief and development organization with operations throughout the world. Justin graduated from Hofstra University and received his M.B.A. from the Kellogg School of Management at Northwestern University.
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.
Laura joined Matrix Private Capital Group in 2019 as a Client Service Director, bringing over two decades of customer service and operations skills in wealth management, ensuring clients’ engagements are delivered with the highest level of quality and professionalism. Prior to Matrix, Laura spent 10 years at Train, Babcock Advisors as a Vice President of Operations & Senior Client Service Professional and began her career at MB Investment Partners as an Associate Portfolio Manager, where she worked with high net-worth clients. She began her education at University of Michigan with concentration in Computer science and received a B.S. in Business Management, magna cum laude, from Long Island University.
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.
Ing-Chea is the Director of Investment Strategy and a quantitative researcher at Matrix. His experience includes managing systematic fixed income strategies at a hedge fund and extensive multi-asset class investing. Prior to Matrix, he was a fixed income researcher at AQR Capital Management, one of the world’s largest systematic managers. Before that, he was a member of the multi-asset class investment team at Neuberger Berman, developing solutions for private clients and the Trust Company. Ing-Chea began his career at Merrill Lynch in the Global Markets division, working on transactions in private markets. He has a Master’s degree in engineering from Massachusetts Institute of Technology and also dual degrees in engineering and business from Lafayette College.
Marta joined Matrix in 2019 as a Senior Executive Assistant. She supports Dick Fuld both professionally and personally. Prior to joining joining Matrix, she spent over 10 years supporting senior executives at Cerberus Capital. Previous to her time at Cerberus, she worked in a similar role for several hedge funds. Marta graduated from Sarah Lawrence College.
Cathy joined Matrix in 2019 as a Client Service Director. Her main focus is maintaining and servicing the entire spectrum of client relationships. Additionally, she supports Tom Bruce and Scott Weissman in Matrix’s Chicago office. Prior to joining Matrix, Cathy was a Portfolio Associate at Morgan Stanley. Cathy graduated from DePaul University.
Marisa joined Matrix in 2019 as a Client Service Director. She leverages a career of various client-facing roles in wealth management to deliver a tailored experience for Matrix’s clients. Prior to Matrix, Marisa spent 12 years between Cresset Wealth Advisors and Neuberger Berman, where she worked within teams providing customized advice to closely-held business owners, C-suite executives, financial sponsors, successful individuals and non-profit organizations on how to achieve their specific wealth goals. Marisa Graduated from the University of Illinois at Chicago with a BS in Finance.