Dynasty Financial Partners announced that MATAURO has joined its high-quality platform of technology-driven independent wealth management tools and services. With independence, MATAURO can offer tailored advice and strategies aligning with each client’s financial goals.
The New York-based team—which previously oversaw $700 million in client assets—is now able to provide its clients, who include entrepreneurs, business owners, and corporate executives, with more customized, flexible, and value-driven financial solutions. The clients will also benefit from advanced technological solutions offering deeper insights, more control, and seamless integration with their financial plans.
The MATAURO team is led by co-founders Matthew Klein, CEO, Barrett Tabeek, CFO, and Steven Van Hooker, COO. And the team of 14 professionals, formerly with AXA Advisors and more recently with Equitable Advisors, is strengthened by the expertise of Alexandra Fraser, Managing Director and Principal Advisor, and Eliran Abekassis, Portfolio Manager.
AJ Pisarri and Benjamin Manley lead Financial Planning and Evan Grey, Michelle Notardonato, and David Kim drive Wealth Strategy initiatives. Tu Duangsuwan serves as Director of Logistics & Administration, Melissa Tabeek oversees Client Services as Director, Denise Pulido directs Client Implementation, and Mark Klein operates as Chief of Staff. Each of the team members brings deep experience and expertise, reinforcing the firm’s commitment to delivering exceptional service and strategic financial guidance to its clients.
There are 56 independent firms and over 400 advisors comprise the Dynasty Network. And with average assets under management (AUM) per firm of nearly $1.8 billion and average assets per advisor of approximately $250mm, the Dynasty Network represents some of the highest AUM-per-firm and assets-per-advisor ratios in the industry.
Powered by Dynasty, MATAURO sets out to redefine its services to clients, propelling individuals and families toward their financial goals.
MATAURO has selected Fidelity as their custodian, along with Black Diamond as their performance reporting platform, eMoney to provide financial planning solutions, and BeCo for information security and technology.
KEY QUOTE:
“We are pleased to welcome the MATAURO team to our Dynasty family and thrilled to include a new firm in the steadily expanding independent wealth market.”
- Shirl Penney, CEO and Founder of Dynasty Financial Partners
