Matthew Mitchell Email & Phone Number

Armonk, NY, US

New York, New York, United States

Greenwich, Connecticut, United States

• Responsible for all operational aspects of managing the Family Office of personal, trust, and foundation assets. Investments range from Venture Capital, listed equities, fixed income, and real-estate.
• Lead the team, and manage all aspects of operations, compliance, legal, human resources, and technology.
• Develop and implement operational policies and procedures to ensure that the family office functions efficiently and effectively in support of the family's goals and values.
• … Show more Responsible for all operational aspects of managing the Family Office of personal, trust, and foundation assets. Investments range from Venture Capital, listed equities, fixed income, and real-estate.
• Execute direct VC/PE investments including KYC, regulatory and compliance, legal reviews, contract negotiations, and funding.
• Oversee the day-to-day operations of the family office, including managing financial reporting and compliance, monitoring investment performance, and ensuring that all regulatory requirements are met.

Stamford, Connecticut

• Instrumental in expanding business from three to eight funds and $400M to more than $1.2B, leading multiple roles – Operations, Trading, and Technology.
• Helped create and maintain a new cloud-based infrastructure with a cost-effective, highly adaptable technology framework.
• Implemented Eze Castle OMS and Tradar PMA systems with zero cost overruns.
• Conducted annual cybersecurity compliance training to instill security-mindedness in the staff.
• Administered penetration… Show more
• Administered penetration, vulnerability, and sophisticated phish testing.

Armonk, New York, United States

• Clients included:
• Bridgewater Associates - Westport, CT
• JAT Capital Management - Greenwich, CT
• Ellington Capital Management - Greenwich, CT

• Managed Middle Office functions for all trading activity across all products (futures, options, swaps, OTC and listed options, equities and bonds).
• Extensive and varied project work. Also responsible for acting as intermediary between stakeholders and IT / venders by translating desired results into actionable steps and managing progress / expectations.
• Manage the process of internal and external account openings, creation of new securities, security validation, rejects, and… Show more
• Manage the process of internal and external account openings, creation of new securities, security validation, rejects, and pricing that is interconnected to all data flows within and outside the firm.
• Automated trade, pricing, and position file generation for administrators, PB’s, and shadow books and records for dissemination through FTP, email, and portals.
• Created a robust portfolio tracker for real time P&L, performance, exposure, and NAV reporting / monitoring.

• Managed PB equity reconciliation and reporting to ensure accurate and timely settlement of trades.
• Built and maintained reconciliation programs for equities, corporate bonds, mortgage-backed securities and other illiquid assets to ensure quick and accurate reporting of breaks.
• Mentored others in advanced Excel and Outlook macro programming and implementation to facilitate streamlining of their respective job functions.

• Designed top day activity reconciliations to minimize breaks and ensure accurate P&L reporting.
• Created and managed reconciliation for equity and fixed income positions to fund administrator during transition from Citco Fund Services to SEI Investments Co.
• Developed software for portfolio managers to ensure executed trades comply with regulations.
• Implemented and maintained futures, FX, and related options cash and OTE reconciliations to brokers.

Master Of Business Administration - Mba, Finance

Certificate Program, Advanced Valuations

Bs, Economics