Operations Manager - Sales & Investments
Matt’s career has been defined by building relationships and exceeding client expectations. He has a track record of supporting both retail & institutional investors and has worked alongside advisors, custodians and prime brokers to review quality, performance and satisfaction. Matt’s journey began at a Fortune 100 insurance & financial services company. Since then, he has also spent time in fund administration. Matt has served in a various roles in operations, quality assurance, financial reporting and investor relations. Most recently, Matt led investment operations and compliance for an investment firm with a private equity and hedge fund strategy and over $300M under management. Matt holds a B.A. in Economics from The Ohio State University and lives in Columbus, OH with his wife and two children.