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    Ada M Matasovski

    Ada M. Matasovski

    Senior Vice President

    Registered Investment Adviser

    Smith College BA, Economics

    Investment Experience: 27 years

     

    Ada Matasovski provides highly customized strategies for her clients.  Ada’s philosophy is to approach financial goals and challenges holistically. By deeply understanding your current situation, she is able to develop high quality, customized and unbiased ideas and strategies to create a sound financial future She is passionate about teaching clients, especially creative types and women, about money and investing. She works to make them feel more empowered, informed and in control of their financial lives.

    Ada combines objectivity, service, knowledge and experience in the areas of financial planning, asset management, lending, mortgages, trust and estate planning, and insurance.

    Ada began her career in finance on Wall Street and has over 20 years experience in wealth management and private banking as well as venture capital. Her clients have been C-suite executives and leading figures in entertainment, media, politics, architecture, law, real estate and finance as well as entrepreneurs and family offices.

    Born in Romania, Ada grew up in New York City and currently calls Los Angeles home. She studied Economics and French Language & Civilization at Smith College.  She also took a break from finance for a few years to pursue her creative passion for acting. She trained at the William Esper Studio in New York and has appeared in several television shows, voice overs, and commercials. She is fluent in Romanian and French.