OUR STORY
To understand where you’re going, you have to know where you’ve been.
Our journey began in 2005, when we started working with our broker-dealer, which is now Equitable Advisors, LLC. Five years later, the relationship continued, and we decided to establish MATAURO, LLC. Since then, our team has embraced a mindset of growth, self-improvement, and constant learning so that our skill-sets evolve as the market does.
We began as two financial professionals with a mentality geared towards progress. Since then, we’ve expanded our team to include a number of like-minded colleagues and a staff who share our passion for client service and financial planning.
Deeply rooted in where we came from, we look forward to the future in the hopes that our journey is just beginning.
MEET OUR TEAM
FOUNDER/MANAGING PARTNER
MATTHEW KLEIN
Matthew Klein is the Founder and Managing Partner of MATAURO, LLC.
PARTNER
BARRETT TABEEK
Barrett Tabeek is a Partner at MATAURO, LLC and the Founder of SmartSet.
PARTNER
STEVE VANHOOKER
Steven Van Hooker is a Partner and the Director of Operations at MATAURO, LLC.
MANAGING DIRECTOR
ALLIE FRASER
Allie Fraser is a Managing Director at MATAURO, LLC.
PORTFOLIO MANAGER
ELIRAN ABEKASSIS
Eliran Abekassis is a Portfolio Manager at MATAURO, LLC.
CERTIFIED FINANCIAL PLANNER® professional
ADRIANO "AJ" PISARRI
AJ Pisarri is a CERTIFIED FINANCIAL PLANNER® professional with MATAURO, LLC.
FINANCIAL STRATEGIST
BENJAMIN MANLEY
Benjamin Manley is a Financial Strategist at MATAURO, LLC.
DIRECTOR OF LOGISTICS & ADMINISTRATION
TU DUANGSUWAN
Tu Duangsuwan is the Director of Logistics and Administration at MATAURO, LLC.
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DIRECTOR OF CLIENT SERVICES
MELISSA TABEEK
Melissa Tabeek is the Director of Client Services at MATAURO, LLC.
DIRECTOR OF CLIENT IMPLEMENTATION
DENISE PULIDO
Denise Pulido is the Director of Client Implementation at MATAURO, LLC.