Monte Resnick serves as Managing Director for Matrix Private Capital Group and leads the firm’s expansion in the Southeast.  He is responsible for managing the wealth advisory practice and talent acquisition in the region.  Monte brings nearly two decades of experience advising affluent families and foundations on all matters pertaining to their investment strategy and financial well-being.  Prior to Matrix Private Capital Group, Monte served as managing director for a private multi-family office.  Previously, he served as a vice president with Neuberger Berman and began his financial career with Sanford Bernstein.  Monte is also a trusted media source and has been a contributor and appeared on ABC, NBC, CBS and Fox News.

 

A firm believer in community engagement, Monte serves on numerous boards and committees. He is a founding member of the Scripps Research Institute’s Professional Advisory Council and serves as a member of the steering committee that recently launched a venture philanthropy initiative. He also served as president of the Board of Governors for Leadership Palm Beach County, is an active member of the Palm Beach County Estate Planning Council and serves on the advisory council of Quantum House in West Palm Beach, Florida.

 

Monte earned a Bachelor of Arts in Business and Psychology from the State University of New York at Albany.