Managing Director, Private Markets
CurrentAs of March 2020, Athena Capital Advisors is now part of Fiduciary Trust International.
Mar 2020 - Present
AeroLeads people directory · profile
Matthew Katz, Cfa Email & Phone Number
Managing Director, Private Markets at Fiduciary Trust International
at
Fiduciary Trust International
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director, Private Markets at Fiduciary Trust International
Location
Boston, Massachusetts, United States
Company size
Who is Matthew Katz, Cfa? Overview
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Quick answer
Matthew Katz, Cfa is listed as Managing Director, Private Markets at Fiduciary Trust International at Fiduciary Trust International, a 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.
Current workplace
Matthew Katz, Cfa's current company
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Fiduciary Trust International
7 roles
Matthew Katz, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President
Athena Capital Advisors
Feb 2019 - Mar 2020
Senior Associate, Private Equity And Real Estate
Athena Capital Advisors
Feb 2017 - Feb 2019
Associate, Private Equity And Real Estate
Athena Capital Advisors
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
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
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
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 →
SS
Sarah Stypa
Colleague at Fiduciary Trust InternationalNew York, United States
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MV
Michelle Viteri
Colleague at Fiduciary Trust InternationalMiami-Fort Lauderdale Area, United States
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MM
Mary Manarola
Colleague at Fiduciary Trust InternationalStaten Island, New York, United States
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YP
Yenisley Pazos
Colleague at Fiduciary Trust InternationalMiami, Florida, United States
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SK
Sumer Kizhner
Colleague at Fiduciary Trust InternationalNew York, United States
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JS
James Stewart
Colleague at Fiduciary Trust InternationalLos Angeles, California, United States
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EP
Elisa Pickel
Colleague at Fiduciary Trust InternationalNew York City Metropolitan Area, United States
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MR
Maritza Roman
Colleague at Fiduciary Trust InternationalJamaica, New York, United States
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KP
Kim Patterson
Colleague at Fiduciary Trust InternationalHavertown, Pennsylvania, United States
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CS
Carol Scott
Colleague at Fiduciary Trust InternationalNorwell, Massachusetts, United States
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Sarah Stypa
Colleague at Fiduciary Trust InternationalNew York, United States
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MV
Michelle Viteri
Colleague at Fiduciary Trust InternationalMiami-Fort Lauderdale Area, United States
View →
MM
Mary Manarola
Colleague at Fiduciary Trust InternationalStaten Island, New York, United States
View →
YP
Yenisley Pazos
Colleague at Fiduciary Trust InternationalMiami, Florida, United States
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SK
Sumer Kizhner
Colleague at Fiduciary Trust InternationalNew York, United States
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JS
James Stewart
Colleague at Fiduciary Trust InternationalLos Angeles, California, United States
View →
EP
Elisa Pickel
Colleague at Fiduciary Trust InternationalNew York City Metropolitan Area, United States
View →
MR
Maritza Roman
Colleague at Fiduciary Trust InternationalJamaica, New York, United States
View →
KP
Kim Patterson
Colleague at Fiduciary Trust InternationalHavertown, Pennsylvania, United States
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CS
Carol Scott
Colleague at Fiduciary Trust InternationalNorwell, Massachusetts, United States
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2 education records
Matthew Katz, Cfa education
Bs, Finance
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 Sarah Stypa, Michelle Viteri, Mary Manarola, Yenisley Pazos, and Sumer Kizhner.
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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