Matrix Private Capital Group is a diversified asset management firm that provides transparent, unbiased, and customized financial solutions to high-net-worth individuals, family offices, and institutions.

Finance

Matrix Private Capital

Matrix Private Capital's headquarters in New York, NY, United States

Richard S. Fuld, Jr

Lance Bryan

Dan Nalawade

The Leadership Team at Matrix Private Capital is responsible for setting the strategic direction and vision of the firm, ensuring operational excellence, and fostering strong relationships with clients. This team collaborates to develop innovative investment solutions, guide overall business growth, and uphold the firm's commitment to transparency and customized service for high-net-worth individuals and institutions.

Leadership Team

The Finance team at Matrix Private Capital is responsible for developing and implementing tailored financial strategies that enhance the firm’s investment performance. They analyze market trends and financial metrics to inform decision-making, manage risks, and ensure the alignment of investment portfolios with clients' goals. Additionally, they collaborate with other teams to optimize resource allocation and support the firm's overall mission of delivering customized financial solutions.

The Client Services team at Matrix Private Capital is dedicated to fostering strong relationships with clients by delivering personalized support and tailored financial solutions. They actively manage client inquiries, provide timely updates on investment performance, and ensure a seamless communication flow, while also collaborating with internal teams to enhance the client experience and address individual needs effectively.

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Matrix Private Capital

Org chart

Teams

Leadership Team

Finance

Client Services

Offices

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Matrix Private Capital

Org chart

Teams

Leadership Team

Finance

Client Services

Offices

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