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Joseph Rodriguez

Director of Operations at Matriarch Wealth Management

Joseph Rodriguez is the Director of Operations at Matriarch Wealth Management, where he oversees the New York office. His primary responsibilities include enhancing client experience, managing investment implementation, and driving business development efforts. Prior to joining Matriarch, he worked as a Wealth Strategy Associate at UBS Private Wealth Management, contributing to a team that managed approximately $6 billion in assets.12

Rodriguez earned his Bachelor of Arts degree in International Business from Loyola University Maryland, where he also played on the Men's Division 1 Soccer Team. In addition to his professional pursuits, he is passionate about music, being an avid guitar player, and enjoys sports and marathon running. He currently resides in New York City.13

Highlights

EO South Florida Partner Details - Entrepreneurs' Organization
EO South Florida Partner Details - Entrepreneurs' Organization

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Joseph Rodriguez
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Location

New York City Metropolitan Area