Matriarch Wealth Management

Everyone has their own definition of success, and it usually goes far beyond financial considerations. Matriarch Wealth Management aims to help entrepreneurs, business owners, families and individuals achieve what is meaningful to them. Whether it is developing an investment plan to fund a way of life, preparing before receiving a meaningful gain, or building a legacy that supports future generations, we work side by side with clients to help them secure their vision of success.

Building on a legacy

Matriarch Wealth Management is built on the legacy of Nonna’s Garden, a foundation established in honor of our grandmother—our matriarch—which supports Memorial Sloan Kettering Cancer Center. Our family’s motto has always been, “Success is best when shared.” Nonna’s Garden and its contributions to MSKCC exemplify that ethos, and both are extremely important to the firm. We hope our association with Nonna’s Garden inspires clients to realize their definition of success.

To that end, we believe that everyone needs a well-thought-out financial plan to ensure their assets will be properly invested to meet their financial and lifestyle priorities. At Matriarch Wealth Management, we will create a sophisticated and thorough investment plan, and work to be a trusted resource for all the financial elements of our clients’ lives.

Our Services
  • Active Tax Loss Harvesting
  • Cash Flow Optimization
  • Charitable Giving & Philanthropic Strategies
  • Comprehensive Wealth Planning
  • Concentrated Position Management
  • Investment Management
  • Multi-Family Office Services
  • Portfolio Construction
  • Pre-Transaction Analysis
  • Private Stock Lending
Stephen Santangelo, CFA, CAIA®
Founder and President

Stephen serves as the Founder and President of Matriarch Wealth Management and brings more than 10 years of experience working with ultra-high-net-worth clients.

Prior to founding Matriarch Wealth Management, Stephen worked with The Founders Group at UBS, serving as their Chief Investment Officer, overseeing $1bn in AUM for ultra-high-net-worth clients and family offices. His primary responsibilities as team CIO included portfolio construction, implementation, monitoring of investment portfolios, manager due diligence, trading, and performance analytics. Before his time at UBS, he spent five years at J.P. Morgan. He was an Investment Specialist in the J.P. Morgan Private Bank serving ultra-high-net-worth clients and families. He also served four years as an Equity Research Analyst at J.P. Morgan covering their proprietary funds business with a focus on the FinTech and Payments sectors. Stephen started as a Junior Portfolio Manager for the $10bn U.S. Analyst Fund strategy.

Stephen graduated from the University of Maryland with a dual degree in Finance and Business Management. He also holds the Chartered Financial Analyst (CFA) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation, reflecting his expertise in both public and private markets. Additionally, he holds a Certificate in Financial Planning from Kaplan University. Outside of the office, Stephen enjoys horse racing, skiing, Maryland basketball and is currently learning to play the piano.

CFA® designates an international professional certificate that is offered by the CFA Institute.  The Chartered Financial Analyst® (CFA®) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.  

 There are currently more than 178,000 CFA® Charterholders working in over 170 countries and regions. To earn the CFA® charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least four years of qualified professional investment experience; (3) join CFA Institute as members; and (4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. 

Chartered Alternative Investment Analyst (CAIA) is a professional designation for investment professionals offered by the CAIA Association. Aspiring alternative investment professionals need to complete and pass 2 levels of examination.

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Joseph Rodriguez
Director of Operations
Joseph serves as Director of Operations at Matriarch Wealth Management and runs the New York office. His main focuses are on client experience, investment implementation, and business development. Before Matriarch, Joseph was at UBS Private Wealth Management where he was a Wealth Strategy Associate on one of the largest team’s in the industry managing $6bn in assets. Joseph earned a B.A from Loyola University Maryland where he majored in International Business. While at Loyola, Joseph was a member of the Men’s Division 1 Soccer Team. Joseph is an avid guitar player, sports enthusiast, and marathon runner. He currently resides in New York City.
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Kathryn Webb
Director of Marketing

Kathryn serves as Director of Marketing at Matriarch Wealth Management and is a member of the Miami office. Her main focuses are on marketing/brand awareness, social media, merchandise, and corporate events/partnerships. Kathryn joins us from Tanium where she served as the Senior Regional Marketing Associate. At Tanium, Kathryn led the Americas Marketing programs with a focus in online campaign creation, corporate event coordination and content management.

Kathryn earned a BS from Longwood University in Virginia where she majored in Marketing and Business Administration. Outside of the office, Kathryn enjoys traveling and spending time with friends and family. She currently resides in Miami, Florida.

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Bob Shea
Chief Investment Officer, Dynasty Financial Partners

Bob leads Dynasty’s Investment Committee, provides top-down asset allocation insights and guidance, and leads investment manager selection. In addition, he constructs and maintains Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios, is responsible for asset manager relationships, and participates in the investment committees of Dynasty’s clients.

Bob began his impressive career in Investment at Goldman Sachs, where he worked from 1991-2004 and served as Partner, Co-Head of Cash Equity Trading. He joined Dynasty from investment firm FCF Advisors, where he served as CEO and CIO.

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Marcus Wilson
Senior Vice President, Investment Platforms Management, Dynasty Financial Partners

Mr. Wilson oversees strategic relationships that help form Dynasty’s Investment Platforms, searching for new partnerships, services and technology, and ensuring the proper delivery of the platforms to the Dynasty Network. Most recently, as the Head of Investment Operations he was responsible for overseeing the Investment operations platform and has been with the firm since inception. Prior to joining Dynasty, he was with U.S. Trust, Bank of America/Merrill Lynch’s Private Wealth Management division, where he served as an Assistant Vice President on a team specializing in client relations, investment management and trust and estate planning for UHNW clients. In 2007, he was a Sales Assistant at Bank of America Investment Services’ Premier Banking unit. He began his career at Merrill Lynch, as a member of the POA training program.

Marcus is a graduate of the University of Notre Dame, where he played on the football team. He serves on the board of directors of the Center for Anti-Violence Education, where he also is silent auction chair.

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Jaycee Kertzman, CFA
Vice President, Investments, Dynasty Financial Partners

Jaycee works with the Dynasty Network on their investment solution and research needs. Before joining Dynasty, Jaycee worked on a team at Morgan Stanley, where she managed model portfolios, analyzed sources of risk in portfolios, and proposed allocations for prospects and existing clients. Prior to Morgan Stanley, Jaycee was an analyst on one of the largest PBIG teams at Merrill Lynch, where she covered Ultra-High Net Worth clients, traded models, and performed concentrated stock analysis. Jaycee was born and raised in San Diego and graduated with a BS in Finance from San Diego State University. She is also a CFA Charterholder.

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John Shahda
Vice President, Investments, Dynasty Financial Partners

As a member of the Dynasty Investment Team, John Shahda is primarily responsible for conducting investment analysis for both Dynasty and its network firms. Additionally, John supports the team with research, asset allocation, and capital market activities. Prior to Dynasty, John was a Market Analyst at AllianceBernstein, where he provided capital markets research and thought leadership to the US Retail Sales team. He originally started his career in 2008 at The Ayco Company (a subsidiary of Goldman Sachs), where he helped manage a recommended list of mutual funds for financial advisors. John is a graduate of Siena College and has an MBA from the University of North Carolina at Chapel Hill.

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Matriarch Wealth Management