Mr. Matthew Marcello serves as Partner & Chief Investment Officer at Apexium Financial. He also serves as a Partner at Soundwatch Capital. Previously, he was a founding partner of Capstone Wealth Management, LLC and served as the firm's Chief Investment Officer. Prior to founding Capstone, he was a managing director at Cowan, one of the largest privately held wealth management firms in the country, where he headed the Investment Management division for his advisory group. He began his investment career in Institutional Equities at Merrill Lynch in New York City and has extensive experience with both traditional and alternative investment strategies. He is a member of the Advisory Coun

Matthew Marcello
Managing Partner and Chief Investment Officer
Apexium Financial LP
United States, Texas, Dallas
About Me
Profile Information
Managing Partner and Chief Investment Officer
Apexium Financial LP
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
Jul 2, 2025
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