Matrix Private Capital
Marisa joined Matrix in 2019 as a Client Service Director. She leverages a career of various client-facing roles in wealth management to deliver a tailored experience for Matrix’s clients. Prior to Matrix, Marisa spent 12 years between Cresset Wealth Advisors and Neuberger Berman, where she worked within teams providing customized advice to closely-held business owners, C-suite executives, financial sponsors, successful individuals, and non-profit organizations on how to achieve their specific wealth goals. Marisa graduated from the University of Illinois at Chicago with a BS in Finance.
This person is not in any offices
Matrix Private Capital
Matrix Private Capital Group is a diversified asset management firm that provides transparent, unbiased, and customized financial solutions to high-net-worth individuals, family offices, and institutions.