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, skiing, Maryland basketball and is currently learning to play the piano.

CFA® designates an international professional certificate that is offered by the CFA Institute.  The Chartered Financial Analyst® (CFA®) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.  

 There are currently more than 178,000 CFA® Charterholders working in over 170 countries and regions. To earn the CFA® charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least four years of qualified professional investment experience; (3) join CFA Institute as members; and (4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. 

Chartered Alternative Investment Analyst (CAIA) is a professional designation for investment professionals offered by the CAIA Association. Aspiring alternative investment professionals need to complete and pass 2 levels of examination.

Bob leads Dynasty’s Investment Committee, provides top-down asset allocation insights and guidance, and leads investment manager selection. In addition, he constructs and maintains Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios, is responsible for asset manager relationships, and participates in the investment committees of Dynasty’s clients.

Bob began his impressive career in Investment at Goldman Sachs, where he worked from 1991-2004 and served as Partner, Co-Head of Cash Equity Trading. He joined Dynasty from investment firm FCF Advisors, where he served as CEO and CIO.

Mr. Wilson oversees strategic relationships that help form Dynasty’s Investment Platforms, searching for new partnerships, services and technology, and ensuring the proper delivery of the platforms to the Dynasty Network. Most recently, as the Head of Investment Operations he was responsible for overseeing the Investment operations platform and has been with the firm since inception. Prior to joining Dynasty, he was with U.S. Trust, Bank of America/Merrill Lynch’s Private Wealth Management division, where he served as an Assistant Vice President on a team specializing in client relations, investment management and trust and estate planning for UHNW clients. In 2007, he was a Sales Assistant at Bank of America Investment Services’ Premier Banking unit. He began his career at Merrill Lynch, as a member of the POA training program.

Marcus is a graduate of the University of Notre Dame, where he played on the football team. He serves on the board of directors of the Center for Anti-Violence Education, where he also is silent auction chair.

Jaycee works with the Dynasty Network on their investment solution and research needs. Before joining Dynasty, Jaycee worked on a team at Morgan Stanley, where she managed model portfolios, analyzed sources of risk in portfolios, and proposed allocations for prospects and existing clients. Prior to Morgan Stanley, Jaycee was an analyst on one of the largest PBIG teams at Merrill Lynch, where she covered Ultra-High Net Worth clients, traded models, and performed concentrated stock analysis. Jaycee was born and raised in San Diego and graduated with a BS in Finance from San Diego State University. She is also a CFA Charterholder.

Pat works with the Dynasty network on their investment and platform needs. Previously, he worked for Citi in Tampa as a Vice President, Account Manager. While at Citi, he managed some of the largest institutional hedge fund relationships. Prior to Citi, he spent 5 years at NASDAQ where he was a Senior Advisory Analyst working with the major healthcare names on the street as well as derivative products. Before NASDAQ, Pat spent 4 years at Twenty-First Securities as Derivative Strategist helping high-net-worth clients with custom tailored solutions. Pat graduated from the University of Scranton with a BS in Finance. Pat currently lives in Tampa with his wife Kait, daughter Katarina, and chocolate lab Mila.

As a member of the Dynasty Investment Team, John Shahda is primarily responsible for conducting investment analysis for both Dynasty and its network firms. Additionally, John supports the team with research, asset allocation, and capital market activities. Prior to Dynasty, John was a Market Analyst at AllianceBernstein, where he provided capital markets research and thought leadership to the US Retail Sales team. He originally started his career in 2008 at The Ayco Company (a subsidiary of Goldman Sachs), where he helped manage a recommended list of mutual funds for financial advisors. John is a graduate of Siena College and has an MBA from the University of North Carolina at Chapel Hill.