About
Charlie Wemyss is Vice President at Matrix Private Capital Group LLC, a diversified asset management firm headquartered in New York, NY. In his current role, he is responsible for advising high-net-worth individuals, family offices, and institutional clients, leveraging the firm's platform in wealth advisory, strategic and alternative investments.
Wemyss primarily focuses on private equity and alternative assets, providing tailored investment solutions that span a range of sectors, including direct private investments and co-investments. He contributes thought leadership through market commentaries and economic reviews published by Matrix Private Capital Group, underscoring his expertise in portfolio strategy and asset allocation across traditional and non-traditional asset classes.
Before joining Matrix, he accumulated experience in investment management, with a background indicated by multiple professional platforms and publications. While specific details about his prior roles and educational background are not provided in the available sources, his ongoing leadership in alternative investments and advisory at Matrix positions him as a significant contributor to the firm's growth and client outcomes.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Matrix Private Capital Group | Vice President | Apr 2021 to Present | Co-leading GP, Principal and LP Investing | 
| Matrix Private Capital Group | Associate | Jun 2019 to Apr 2021 | Provide direct investment opportunities to select individuals, family offices and institutions along with strategic advice and business development to owners, CEOs, and senior management teams GP, Pri... | 
| Matrix Private Capital Group | Analyst | Jul 2017 to Jun 2019 | Provide direct investment opportunities to select individuals, family offices and institutions along with strategic advice and business development to owners, CEOs, and senior management teams -Led du... | 
| Fieldstone Private Capital Group, Inc. | Investment Banking Analyst | Jun 2016 to Jun 2017 | Research, financial analysis and marketing on over $2 Billion worth of transactions -Biofuel Refinery in the Gulf region -Combined Cycle Natural Gas plant in the Mid-Atlantic -Combined Cycle Natural G... | 
| Fieldstone Private Capital Group, Inc. | Investment Banking Summer Analyst | May 2015 to Aug 2015 | Exposed to all aspects of operations of employee-owned boutique investment bank with a focus on energy and infrastructure industries including business development, deal structuring, client management... | 
| Teucrium Trading, LLC | Summer Intern | Jun 2014 to Aug 2014 | — | 
Education
University of Vermont Grossman School of Business
Bachelor’s Degree, Finance
2012 — 2016
Others at Matrix Private Capital Group LLC (3)
| Name | Role | Location | 
|---|---|---|
|  | MD | Los Angeles, CA , United States | 
| MMarc Scheuer | Partner and COO | New York, NY , United States | 
| Partner | Chicago, IL , United States |