Matriarch Wealth Management aims to help entrepreneurs, business owners, families and individuals achieve what is meaningful to them. Whether it is developing an investment plan to fund a way of life, preparing before receiving a meaningful gain, or building a legacy that supports future generations, we work side by side with clients to help them secure their vision of success.
Our company is built on the legacy of Nonna’s Garden, a foundation established in honor of our grandmother—our matriarch—which supports Memorial Sloan Kettering Cancer Center. Our family’s motto has always been, “Success is best when shared.” Nonna’s Garden and its contributions to MSKCC exemplify that ethos, and both are extremely important to the firm. We hope our association with Nonna’s Garden inspires clients to realize their definition of success.
Stephen Santangelo, CFA, CAIA
Founder and President
stephen@matriarchwm.com
973-979-7609
Stephen serves as the Founder and President of Matriarch Wealth Management and brings more than 10 years of experience working with ultra-high-net-worth clients. Prior to founding Matriarch Wealth Management, Stephen worked with The Founders Group at UBS, serving as their Chief Investment Officer, overseeing $1bn in AUM for ultra-high-net-worth clients and family offices. His primary responsibilities as team CIO included portfolio construction, implementation, monitoring of investment portfolios, manager due diligence, trading, and performance analytics.
Before his time at UBS, he spent five years at J.P. Morgan. He was an Investment Specialist in the J.P. Morgan Private Bank serving ultra-high-net-worth clients and families. He also served four years as an Equity Research Analyst at J.P. Morgan covering their proprietary funds business with a focus on the FinTech and Payments sectors. Stephen started as a Junior Portfolio Manager for the $10bn U.S. Analyst Fund strategy.
Stephen graduated from the University of Maryland with a dual degree in Finance and Business Management. He also holds the Chartered Financial Analyst (CFA) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation, reflecting his expertise in both public and private markets. Additionally, he holds a Certificate in Financial Planning from Kaplan University. Outside of the office, Stephen enjoys horse racing, golf, skiing, and Maryland basketball.
Joseph Rodriguez
Director of Operations
joseph@matriarchwm.com
973-943-8897
Joseph serves as Director of Operations at Matriarch Wealth Management. His main focuses are on client experience, investment implementation, and business development. Before Matriarch, Joseph was at UBS Private Wealth Management where he was a Wealth Strategy Associate on one of the largest team’s in the industry managing $6bn in assets.
Joseph earned a B.A from Loyola University Maryland where he majored in International Business. While at Loyola, Joseph was a member of the Men’s Division 1 Soccer Team. Joseph is an avid guitar player, sports enthusiast, and marathon runner.
