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Scott Weissman

Scott Weissman

Partner at Matrix Private Capital Group LLC

Chicago, IL , United States

About

Scott Weissman is a Partner at Matrix Private Capital Group LLC, based in Chicago, Illinois. As a wealth advisor and Certified Financial Planner (CFP), he serves affluent families, entrepreneurs, and executives, focusing on comprehensive wealth management and tailored investment solutions. His responsibilities include leading client advisory services, especially connecting clients with private equity and alternative investment opportunities, as demonstrated by his involvement in co-investments in sectors like real estate, infrastructure, and data centers.

Mr. Weissman has over two decades of experience in financial services, previously serving as an Executive Director, President’s Club-level Wealth Advisor, and Alternative Investment Director at Morgan Stanley. He began his career at ABN AMRO Bank as a credit analyst before advancing to a lending capacity at LaSalle National Bank. Throughout his career, Scott has specialized in advising high-net-worth individuals on asset allocation across equities, fixed income, private market investments, and directly originated lending. His expertise also extends to structuring and sourcing alternative investments, including private equity co-investments and real asset strategies such as infrastructure and commercial real estate.

Scott Weissman holds a degree from Indiana University, is a Certified Financial Planner, and has been recognized by Forbes as a Best-in-State Financial Advisor for Illinois in 2019, reflecting his commitment to exceptional service and industry best practices. His significant contributions lie in integrating private market access into traditional wealth advisory, helping clients diversify and pursue long-term growth across both public and private asset classes—particularly in sectors like technology infrastructure, real estate, and sustainable investments.

Career History

OrganizationRoleDate RangeDetails
Matrix Private Capital GroupPartnerApr 2019 to Present
Awarded with Forbes 2019 Best in State
Morgan StanleyExecutive Director, Certified Financial Planner™, Wealth AdvisorAug 1996 to Apr 2019
Bank of America Merrill Lynch (ABN AMRO/LaSalle Bank NA)Commercial Loan OfficerJan 1994 to Jan 1996
ABN AMRO Bank N.V.Credit AnalystDec 1992 to Dec 1993

Education

Indiana University Bloomington

Bachelor of Arts - BA, English and Sociology

1988 1992

Others at Matrix Private Capital Group LLC (3)

NameRoleLocation
Charlie Wemyss
Charlie Wemyss
Vice PresidentNew York, NY , United States
Lance Bryan
Lance Bryan
MDLos Angeles, CA , United States
M
Marc Scheuer
Partner and COONew York, NY , United States