NEW YORK, Oct. 19, 2016 /PRNewswire/ -- Former Neuberger Berman executives Matthew Rubin and Justin Gaines have launched Matrix Wealth Partners, a multi-family office that provides transparent, unbiased and customized financial solutions to select individuals and families.
Both Rubin and Gaines previously worked at Neuberger Berman where they built the firm's Investment Strategy Group. Rubin was a Managing Director at Neuberger Berman, Chief Investment Officer of Neuberger's Trust Company and Chairman of the firm's Asset Allocation Committee. He was also previously at U.S. Trust, a multi-billion-dollar family office and Morgan Stanley. Gaines was a Vice President at Neuberger Berman and advised clients in the New York, New England, and Southeast regions on investment policy and portfolio implementation.
The Matrix team has diverse industry and wealth management experience, bringing a unique perspective to the families with whom they partner. Their client-centric approach is personalized and proactive, delivering the appeal of a small boutique with the industry reach and expertise of a large institution.
"We treat our clients like partners," Matthew Rubin said. "We take the time to understand their histories, current situations and goals. We craft customized strategies. And we provide our clients with a level of information and transparency that enables them to remain involved and informed."
Justin Gaines added: "At Matrix, our approach to wealth management is unconstrained, flexible and accountable. We are not simply deciding which investments to undertake; we are an integral partner in the clients' overall objectives and success."
Based in New York City, Matrix Wealth Partners is affiliated with Matrix Advisors, a firm which delivers strategic corporate advisory services to small and medium enterprises. In addition, Matrix Advisors provides unique access to private investment opportunities in real estate and operating companies. Matrix Advisors will complement the advice and solutions Matrix Wealth Partners delivers to individuals and families, particularly in situations involving closely held businesses and complex real estate transactions. For more information, please visit www.matrixwp.com.
Matrix Wealth Partners
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SOURCE Matrix Wealth Partners