CoverProfile

Matthew Marcello

Managing Partner and Chief Investment Officer

Apexium Financial LP

United States, Texas, Dallas

About Me

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

View more

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

More profiles to browse

RB
Robert Brown
Partner
CC
Cory Chmelka
Managing Partner

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc