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Matthew Katz, Cfa Email & Phone Number

Managing Director, Private Markets at Fiduciary Trust International at Fiduciary Trust International
Location: Boston, Massachusetts, United States 7 work roles 2 schools
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Current company
Fiduciary Trust International
Role
Managing Director, Private Markets at Fiduciary Trust International
Location
Boston, Massachusetts, United States
Company size
328 employees

Who is Matthew Katz, Cfa? Overview

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Matthew Katz, Cfa is listed as Managing Director, Private Markets at Fiduciary Trust International at Fiduciary Trust International, a company with 328 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Matthew Katz, Cfa.

Matthew Katz, Cfa previously worked as Managing Director, Private Markets at Fiduciary Trust International and Vice President at Athena Capital Advisors. Matthew Katz, Cfa holds Bs, Finance from University Of Connecticut School Of Business.

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Fiduciary Trust International

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Profile bio

About Matthew Katz, Cfa

Investment management professional with over fifteen years of experience and a specific focus on investment manager research within alternative investments, specializing in private equity and real estate.Responsible for sourcing, investment analysis, portfolio construction, risk management, manager due diligence, monitoring and market research.

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Matthew Katz, Cfa's current company

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Fiduciary Trust International
Fiduciary Trust International
Managing Director, Private Markets at Fiduciary Trust International
new york, new york, united states
Website
fiduciarytrust.com
Employees
328
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Company profile
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7 roles

Matthew Katz, Cfa work experience

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Managing Director, Private Markets

Current
Fiduciary Trust International

Lincoln, Massachusetts, United States

As of March 2020, Athena Capital Advisors is now part of Fiduciary Trust International.

Mar 2020 - Present

Vice President

Athena Capital Advisors
Feb 2019 - Mar 2020

Senior Associate, Private Equity And Real Estate

Athena Capital Advisors

Greater Boston Area

Feb 2017 - Feb 2019

Associate, Private Equity And Real Estate

Athena Capital Advisors

Greater Boston Area

Focus on private equity and real estate investments; responsible for sourcing, due diligence and monitoring investments across each asset class.Manage approximately $1B in private equity and real estate commitments across nearly 150 limited partnership and direct investments

Jan 2014 - Jan 2017

Associate Director

Segal Rogerscasey

Greater Boston Area

Responsible for alternative investment manager research, specifically private equity and debt including buyout, growth equity, venture capital, opportunistic credit and special situations, secondaries and co-investments

Mar 2012 - Jan 2014

Senior Research Analyst

Segal Rogerscasey

Spearheaded traditional and non-traditional manager searches and due diligence items, which includes identifying, underwriting, and recommending traditional and alternative investments across all non-discretionary clientsManaged group of seven research analysts while coordinating the investment manager due diligence and search process for the firm

Oct 2010 - Mar 2012

Research Analyst

Segal Rogerscasey

Acted as a technical resource to consultants and clients on investment research concepts and approachesPerformed complex quantitative and qualitative due diligence of both prospective and incumbent investment managers

Jan 2006 - Sep 2010
Team & coworkers

Colleagues at Fiduciary Trust International

Other employees you can reach at fiduciarytrust.com. View company contacts for 328 employees →

SJ Stephen J. Dutka, Cfa Stephen J. Dutka, Cfa Colleague at Fiduciary Trust International Los Angeles, California, United States, United States View → MV Marco Viera Marco Viera Colleague at Fiduciary Trust International Covina, California, United States, United States View → SG Susan Garcia Mixon Susan Garcia Mixon Colleague at Fiduciary Trust International New York, New York, United States, United States View → JT Jody Terry Jody Terry Colleague at Fiduciary Trust International Fairfax County, Virginia, United States, United States View → KP Kim Patterson Kim Patterson Colleague at Fiduciary Trust International Havertown, Pennsylvania, United States, United States View → JS James Stewart James Stewart Colleague at Fiduciary Trust International Los Angeles, California, United States, United States View → TC Tom Colasurdo Tom Colasurdo Colleague at Fiduciary Trust International Staten Island, New York, United States, United States View → LO Larry Ostrager, Cpa Larry Ostrager, Cpa Colleague at Fiduciary Trust International New York City Metropolitan Area, United States View → JN Julie Nick Julie Nick Colleague at Fiduciary Trust International Bayou La Batre, Alabama, United States, United States View → JR Joe Resto Joe Resto Colleague at Fiduciary Trust International Bronx, New York, United States, United States View →
2 education records

Matthew Katz, Cfa education

Education record

Staples High School
FAQ

Frequently asked questions about Matthew Katz, Cfa

Quick answers generated from the profile data available on this page.

What company does Matthew Katz, Cfa work for?

Matthew Katz, Cfa works for Fiduciary Trust International.

What is Matthew Katz, Cfa's role at Fiduciary Trust International?

Matthew Katz, Cfa is listed as Managing Director, Private Markets at Fiduciary Trust International at Fiduciary Trust International.

Where is Matthew Katz, Cfa based?

Matthew Katz, Cfa is based in Boston, Massachusetts, United States while working with Fiduciary Trust International.

What companies has Matthew Katz, Cfa worked for?

Matthew Katz, Cfa has worked for Fiduciary Trust International, Athena Capital Advisors, and Segal Rogerscasey.

Who are Matthew Katz, Cfa's colleagues at Fiduciary Trust International?

Matthew Katz, Cfa's colleagues at Fiduciary Trust International include Stephen J. Dutka, Cfa, Marco Viera, Susan Garcia Mixon, Jody Terry, and Kim Patterson.

How can I contact Matthew Katz, Cfa?

You can use AeroLeads to view verified contact signals for Matthew Katz, Cfa at Fiduciary Trust International, including work email, phone, and LinkedIn data when available.

What schools did Matthew Katz, Cfa attend?

Matthew Katz, Cfa holds Bs, Finance from University Of Connecticut School Of Business.

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