A team of 14 financial advisers and staff has launched a registered investment adviser, Matauro, in partnership with Dynasty Financial Partners. The New York–based team previously oversaw $700 million in client assets and was formerly with Equitable Advisors.
Matauro has joined Dynasty’s platform of technology-driven independent wealth management tools and services. The team in New York is now able to provide its clients, which include entrepreneurs, business owners and corporate executives, with more customized, flexible and value-driven financial solutions. Clients will also benefit from advanced technological solutions offering deeper insights, more control and seamless integration with their financial plans.
The Matauro team is led by co-founders Matthew Klein, CEO; Barrett Tabeek, CFO; and Steven Van Hooker, COO. The team also is strengthened by the expertise of Alexandra Fraser, managing director and principal adviser, and Eliran Abekassis, portfolio manager.