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 teams 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.

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.

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.

Marcus 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.

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.