Stephen Santangelo, CFA, CAIA
Founder and President at
Matriarch Wealth Management
Years of Experience
10 years
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Investment Management
Investment Planning
Specialties and Expertise
Credentials and Designations
Chartered Alternative Investment Analyst®
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Chartered Financial Analyst®
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Pricing Models
Education
University of Maryland, College Park
Bachelor of Science (BS), Dual Degree, Finance and Business Management
Obtained in 2013
Previous Work Experience
UBS
Senior Wealth Strategy Associate
2019 - 2023
J.P. Morgan Private Bank
Investment Specialist
2017 - 2019
J.P. Morgan Asset Management
Research Analyst - Fintech & Payments
2013 - 2017
Disclosures and Proof of License
Advisor Disclosure
Matriarch Wealth Management, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). Matriarch Wealth Management, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
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