Matthew Lapides

What we think, we become.

Professional Background

Matthew Lapides is a dynamic serial entrepreneur renowned for his innovative approach to launching and operating successful enterprises across various industries. With a rich tapestry of experience, he has expertly blended creativity with technical acumen to form a multifaceted career trajectory in wealth management, capital markets, real estate development, and publishing. As the founder of a distinguished registered investment adviser and multi-family office, as well as a real estate development firm and a publishing company, Matthew has established himself as a leader in every endeavor he undertakes.

His extensive knowledge in wealth management and capital markets has made him a valuable asset in the financial sector, where he takes pride in serving as a professional shepherd of his clients' well-being. Matthew's approach is characterized by an unwavering commitment to delivering exceptional service and tailored financial strategies that empower his clients to realize their financial goals.

Education and Achievements

Matthew's academic journey laid a solid foundation for his professional success. He pursued in-depth studies in financial planning at the College of Financial Planning, where he honed his expertise as a Certified Financial Planner (CFP) designee. His academic credentials include a Bachelor's degree in Finance from Lehigh University, where he also studied Economics, solidifying his knowledge and understanding of the complex interrelationships that govern the financial landscape. His education equipped him with the analytical tools necessary to navigate wealth management and real estate development proficiently.

Career Highlights

Throughout his career, Matthew has been recognized for his entrepreneurial spirit and leadership skills. As the founder of Ethos Private Wealth and Casa Tua Development Group, he has demonstrated an exceptional ability to identify market opportunities and transform them into thriving businesses. His former role as Founder at Sprout Publishing highlights his versatility and willingness to explore diverse markets, while his position as Executive Leader at a prominent Private Bank reflects his capability in providing high-level financial services to a broad clientele.

Additionally, Matthew has made significant contributions to wealth advisement as a former Resident Director and Wealth Advisor at Merrill Lynch. Here, he leveraged his expertise to guide numerous clients toward successful investment strategies and wealth preservation. His leadership as President at Transcolor Corporation and founder at Joyride, Inc. illustrates his comprehensive understanding of business management and innovation in various sectors.

Personal Life

Outside of his professional endeavors, Matthew prides himself on being a devoted husband, father, and friend. His personal values are deeply intertwined with his professional approach, as he believes in fostering strong relationships built on trust and respect. Matthew’s role as a family man resonates in his commitment to ensuring the financial well-being of his clients, reflecting his genuine care for their aspirations and livelihoods.