Dynasty Financial Partners announced today that MATAURO, LLC (MATAURO) has joined its cutting-edge platform of technology-driven independent wealth management services.
“We are excited to welcome the MATAURO team into our Dynasty family and to support their growth in the expanding independent wealth management space,” said Shirl Penney, CEO and Founder of Dynasty Financial Partners.
Now operating as an independent firm, MATAURO is positioned to offer personalized financial strategies tailored to each client’s unique goals. The New York-based team, which previously managed $700 million in client assets, is now able to provide entrepreneurs, business owners, and corporate executives with more flexible, customized, and value-focused financial solutions. Their clients will also benefit from advanced technological tools that offer deeper insights, increased control, and seamless integration with their financial plans.
MATAURO is led by co-founders Matthew Klein (CEO), Barrett Tabeek (CFO), and Steven Van Hooker (COO), along with a 14-member team of financial professionals. This team includes Alexandra Fraser, Managing Director and Principal Advisor, and Eliran Abekassis, Portfolio Manager. Financial planning efforts are led by AJ Pisarri and Benjamin Manley, while Wealth Strategy is driven by Evan Grey, Michelle Notardonato, and David Kim. Tu Duangsuwan serves as Director of Logistics & Administration, Melissa Tabeek oversees Client Services, Denise Pulido leads Client Implementation, and Mark Klein acts as Chief of Staff. Each member of the team brings extensive expertise, reinforcing MATAURO’s commitment to delivering high-quality financial guidance and exceptional service.
MATAURO is one of the latest firms to join the Dynasty Network, which includes 56 independent firms and over 400 advisors. With an average of nearly $1.8 billion in assets under management (AUM) per firm and around $250 million in assets per advisor, the Dynasty Network stands among the highest AUM-per-firm and assets-per-advisor ratios in the industry.
Leveraging Dynasty’s platform, MATAURO aims to redefine the financial services it offers, helping individuals and families achieve their financial aspirations. The firm has chosen Fidelity as its custodian, Black Diamond for performance reporting, eMoney for financial planning, and BeCo for information security and technology solutions.
For more information, visit www.matauro.com.
