Matrix Private Capital Group (Matrix) has appointed Scott A Weissman and Thomas B as Wealth Advisory team Partners in Chicago.
Weissman and Bruce are responsible for managing assets on behalf of Matrix’s wealth advisory clients, providing creative financial solutions to those clients and expanding the firm’s presence in Chicago.
“In addition to seeing great opportunity in the Chicago market,” says Matthew L Rubin, Managing Partner at Matrix, “we believe in Weissman and Bruce’s ability to effectively serve their clients’ best interests, build a great business and represent the firm.”
Matrix continues to expand its footprint in key wealth centres across the United States, as Weissman and Bruce in Chicago join advisors in Palm Beach, Los Angeles, Pittsburgh and New York.
“We are excited to join the firm and embrace the platform. This will allow our team to give clients exceptional opportunities while continuing to be unbiased advocates for the families we serve,” says Weissman.
Weissman joins Matrix after over 22 years at Morgan Stanley, most recently as a Certified Financial Planner (CFP), Executive Director, Alternative Investments Director and President’s Club-level wealth advisor. His extensive experience consists of working with affluent families, family offices, executives and entrepreneurs. Weissman’s mission is to put clients first, provide exceptional service and employ an integrated and comprehensive approach to wealth management. Weissman was honoured to be named to the 2019 Forbes Best-in-State financial advisor list for Illinois. He began his career at ABN AMRO Bank as a credit analyst and was promoted to commercial lender at LaSalle National Bank. He graduated with a BA from Indiana University.
Bruce joins Matrix after 15 years at Morgan Stanley. While there, Bruce was First Vice President, Alternative Investment Director and Century Club-level financial advisor. In 2018, he was honoured to be named to the Forbes List of America’s Top Next-Gen Wealth Advisors. Bruce takes pride in building sophisticated, creative and customised portfolio solutions for affluent families throughout the country. He began his career at Deutsche Asset Management after earning his BA in Economics from the University of Illinois-Urbana-Champaign.