Matauro, LLC

Michelle Notardonato is a financial advisor at Matauro, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, LLC and AxA Advisors. She is also a licensed insurance agent in New York, focusing on life insurance and variable annuities. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that integrates fundamental, macro, technical, and ESG analysis across a broad range of investment instruments.

Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.

David Kim is a financial advisor at Matauro, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Kim is also engaged in a contracted role involving fixed insurance products. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments, and it utilizes third-party managers and technology platforms to manage client portfolios.

Eliran Abekassis is a financial advisor at Matauro, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and AxA Advisors. Abekassis is also a licensed insurance agent in New York, focusing on life insurance and variable annuities. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment process that includes fundamental, macro, technical, and ESG analysis and utilizes a broad range of instruments and third-party managers to construct and manage portfolios.

Matthew Klein is a financial advisor at Matauro, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Klein is also involved as an insurance professional advising on fixed insurance products. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis, utilizing a broad range of investment instruments and manager-of-managers solutions.

Evan Grey is a financial advisor at Matauro, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and AxA Advisors. He is also a licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, macro, technical, and ESG analysis, utilizing a broad range of instruments and third-party managers to manage and rebalance portfolios.

Alexandra Fraser is a financial advisor at Matauro, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Fraser serves as a Managing Director and Principal Advisor at Matauro. Matauro, LLC provides wealth management, financial planning, retirement plan consulting, and manager-of-managers selection services to individual and high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis and offers access to a broad range of investment instruments and third-party managers.

Steven Van Hooker is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Van Hooker is also a partner and COO at Matauro, overseeing operations for the wealth management firm. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments and offers active management of held-away accounts through technology platforms.

Barrett Tabeek is a financial advisor at Matauro, LLC in Austin, TX, with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Purshe Kaplan Sterling Investments. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, retirement plan consulting, and manager-of-managers selection. The firm employs a multi-dimensional investment process incorporating fundamental, macro, technical, and ESG analysis across a broad range of instruments, and it utilizes third-party managers and technology platforms to implement and monitor client portfolios.

Benjamin Manley is a CFP® professional with 15 years of industry experience. He is currently with Matauro, LLC and has previously worked at Simplicity Investments, Inc., Purshe Kaplan Sterling Investments, Equitable Advisors, and AXA Advisors, LLC. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that incorporates fundamental, macro, technical, and ESG analysis and utilizes a broad range of investment instruments and third-party managers.