Family Governance

Every relationship begins with the creation of an investment policy framework that focuses on multigenerational education and advice. Our hands-on approach is dedicated to keeping you involved and informed every step of the way.

Wealth Solutions

We customize understandable wealth solutions for individuals and families that are tailored to your unique values, goals, liquidity profile, tolerance for risk and tax situation. Our solutions incorporate unaffiliated, institutional strategies—both passive and active—across fixed income, equity and alternative asset classes.

Portfolio & Risk Analysis

We utilize an integrated technology platform to aggregate data, report on performance and assess portfolio risks. This gives our families a clear picture of their assets and holds their investment advisors accountable. We strive to provide an honest assessment of our performance and progress toward your goals.

Comprehensive & Personalized

At Matrix, we work with a select number of individuals and families—this allows us to be attentive and proactive in managing your wealth. We employ a flexible approach that delivers the appeal of a small boutique with the industry reach and expertise of a large institution.

Core Values & Leadership

We have dedicated our careers to advising individuals and families on asset allocation and portfolio implementation. With a combined 30 years of diverse industry and wealth management experience, we believe Matrix brings a unique perspective to those families who entrust their wealth with us.

Our partnerships are built on three core values: fiduciary, objectivity and accessibility. As a fiduciary, our families’ interests always come first. Our investment process is independent and free of conflict, which means we are only accountable to the families with whom we partner. And our robust access to a wide range of investment strategies and financial networks allows us to customize solutions that address complex situations.

Matthew Rubin

Matt has extensive experience advising high-net-worth families on customized investment strategies. He was previously Managing Director and Director of Investment Strategy at Neuberger Berman and Chief Investment Officer of Neuberger’s Trust Company. Prior, Matt was integral in building U.S. Trust’s ultra-high-net-worth practice. He also served as Executive Vice President at a multi-billion-dollar family office and in the Private Wealth Management division of Morgan Stanley. Matt graduated summa cum laude from Stony Brook University and lives on the North Shore of Long Island, NY with his wife and their son.

Justin Gaines

Justin advises high-net-worth families on strategic and tactical asset allocation and portfolio implementation, based on their unique goals, risk tolerance and tax situation. Prior to co-founding Matrix Wealth Partners, he was a Vice President in Neuberger Berman’s Investment Strategy Group where he customized investment solutions and developed tactical forward-looking market outlooks with the Asset Allocation Committee. Justin graduated with a BA in Economics from Middlebury College. He was born and raised in Milwaukee, WI, and currently lives in Connecticut with his wife and two children.

Monte Resnick

Monte Resnick serves as Managing Director and leads the expansion of Matrix Wealth Partners in the southeast. For over 17 years, affluent families and foundations have entrusted Monte to provide constructive guidance on all matters pertaining to their investment strategy and broader financial wellbeing. Monte began his financial industry career with Wall Street research firm, Sanford Bernstein. He later served as Vice President with Neuberger Berman, and most recently was Managing Director for an independent private multi-family office in Palm Beach, FL. Monte graduated with a BA in Business and Psychology from S.U.N.Y. Albany. He is a Past President of Leadership Palm Beach County, and is active on several local non-profit boards and committees. Monte currently lives in Jupiter, FL with his wife and three children.

Michelle Lutein

Michelle has worked in the financial services industry since 1999 and has an extensive background in managing all facets of the client experience. Her expertise in working with high-net-worth and ultra-high-net worth families both domestically and internationally has been built through her tenure at firms such as Neuberger Berman, J.P. Morgan, Merrill Lynch, and most recently a private independent multi-family office. She is dedicated to providing exceptional service and serves as an interactive channel to enhance all aspects of the client experience. Michelle graduated from Emory University and remains an active member of Emory’s alumni organization. She is fluent in Spanish and is currently learning Portuguese. Michelle lives in Delray Beach, Florida along with her husband and two young girls.

Insights

Matrix Wealth Partners

400 Park Avenue, 6th Floor
New York, NY 10022

101 Northpoint Parkway
West Palm Beach, FL 33407

Telephone: 212.487.4979
Email: [email protected]

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