Morristown, NJ Office

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. He has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC since 2021. Prior to his advisory roles, he was employed by Independence Constructors and has an academic background from Bates College. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a broad client base that includes individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of quantitative asset allocation and qualitative fundamental analysis to manage portfolios, and it also serves as investment adviser to a proprietary actively managed ETF.