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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Matrix Private Capital Group | Partner | Apr 2019 to Present | Awarded with Forbes 2019 Best in State | 
| Morgan Stanley | Executive Director, Certified Financial Planner™, Wealth Advisor | Aug 1996 to Apr 2019 | — | 
| Bank of America Merrill Lynch (ABN AMRO/LaSalle Bank NA) | Commercial Loan Officer | Jan 1994 to Jan 1996 | — | 
| ABN AMRO Bank N.V. | Credit Analyst | Dec 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)
| Name | Role | Location | 
|---|---|---|
| Vice President | New York, NY , United States | |
|  | MD | Los Angeles, CA , United States | 
| MMarc Scheuer | Partner and COO | New York, NY , United States |