Advisors at this firm
Thomas B
Series 63, Series 65
Chicago, IL
Matrix Private Capital Group
Thomas Bruce is a financial advisor at Matrix Private Capital Group with 22 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Matrix in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Matrix Private Capital Group provides customized wealth management and advisory services to high-net-worth individuals, families, and related trusts and estates. The firm combines traditional fixed income and equity strategies with alternative investments through a disciplined asset-allocation framework and actively sponsors private special-purpose co-investment vehicles alongside unaffiliated private equity firms.
Scott W
CFP®, Series 63, Series 65
Park City, UT
Matrix Private Capital Group
Scott Weissman is a CFP® with 29 years of industry experience, currently serving at Matrix Private Capital Group since 2019. Prior to joining Matrix, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined total of 14 years. Matrix Private Capital Group provides customized wealth management and advisory services to high-net-worth individuals, families, and related trusts and estates. The firm combines traditional fixed income and equity exposures with alternative strategies through a solutions-driven investment process and also sponsors private co-investment vehicles alongside unaffiliated private equity firms.
Marisa C
Series 66
Phoenix, AZ
Matrix Private Capital Group
Marisa Camp is a financial advisor at Matrix Private Capital Group with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Neuberger Berman LLC and Cresset Asset Management. Matrix Private Capital Group provides customized wealth management and advisory services to high-net-worth individuals, families, and related trusts and estates. The firm combines traditional investment approaches with alternative strategies and manages private co-investment vehicles alongside unaffiliated private equity firms.