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Stephen Santangelo

Founders Group -- UBS Private Wealth Management

Stephen Santangelo is a financial professional with extensive experience in wealth management and investment strategy. He is currently the Founder and President of Matriarch Wealth Management, a position he has held since June 2023.12 Prior to founding his own firm, Stephen worked at UBS as a Senior Wealth Strategy Associate from January 2019 to May 2023, where he functioned as the Chief Investment Officer of The Founders Group, overseeing $1 billion in assets under management for ultra-high net worth clients and family offices.12

Stephen's career history includes:

  1. J.P. Morgan Private Bank (2017-2019): Investment Specialist
  2. J.P. Morgan Asset Management (2013-2017): Research Analyst and U.S. Equity Associate Portfolio Manager

He holds a Bachelor of Science in Finance and Business Management from the University of Maryland. Stephen has also earned several professional certifications, including:

  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Certificate in Financial Planning from Kaplan University

Stephen is based in Miami, Florida, and has a strong background in portfolio construction, investment management, and serving ultra-high net worth clients.12

Highlights

EO South Florida Partner Details - Entrepreneurs' Organization
EO South Florida Partner Details - Entrepreneurs' Organization
May 14 · matriarchwm.com
Matriarch Wealth Management

Related Questions

What is the primary focus of Matriarch Wealth Management?
How did Stephen transition from UBS to founding Matriarch Wealth Management?
What specific strategies does Stephen use for portfolio construction?
How has Stephen's experience at J.P. Morgan influenced his current role?
What are some notable achievements in Stephen's career at UBS?
Stephen Santangelo
Stephen Santangelo, photo 1
Stephen Santangelo, photo 2
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Location

Greater New York City Area