Matthew S. Ford, Cfa, Cfp®

Matthew S. Ford, Cfa, Cfp® Email and Phone Number

Founder and CEO @ BlackOak Advisors
Des Moines, IA, US
Matthew S. Ford, Cfa, Cfp®'s Location
Des Moines Metropolitan Area, United States, United States
Matthew S. Ford, Cfa, Cfp®'s Contact Details

Matthew S. Ford, Cfa, Cfp® work email

Matthew S. Ford, Cfa, Cfp® personal email

Matthew S. Ford, Cfa, Cfp® phone numbers

About Matthew S. Ford, Cfa, Cfp®

♻ Founder and Co-CIO of investment firm focused on climate/energy transition🌳 Strategic advisor to wealthy families, endowments, and other long-term asset owners🤝 Co-founder of private investment firm for respected investor and billionaire family💡Advisor to/investor in private companies, seed stage to $400 million in revenue🎓First generation college graduate, #1 student twice: undergrad and MBA📚 Student of financial history and behavioral psychologyMatt is the Founder of Klima Capital and BlackOak Advisors. Klima is an investment manager specializing in regulated carbon markets, with ~$150 million AUM. BlackOak is a strategic advisor to wealthy families and long-term asset owners.Prior to founding Klima and BlackOak, Matt co-founded and co-led the private investment firm for the Marks family (Howard Marks co-founded Oaktree Capital). Matt previously was the first employee hired by the two founding partners of a $600 million private equity fund, part of a global private equity platform with $14 billion of AUM. Prior to business school, Matt worked at a middle market private equity firm, ShoreView Industries, and started his career at BCG.Matt earned an MBA at The Wharton School where he received the highest academic honor during the first year, ranking #1 out of a class of 800+, and graduated Palmer Scholar (highest academic distinction). He also holds a BBA from the University of Iowa where he graduated 1st out of a class of 507. Matt is a CFA® charterholder and CFP® professional.

Matthew S. Ford, Cfa, Cfp®'s Current Company Details
BlackOak Advisors

Blackoak Advisors

View
Founder and CEO
Des Moines, IA, US
Website:
blackoakadv.com
Employees:
1
Matthew S. Ford, Cfa, Cfp® Work Experience Details
  • Blackoak Advisors
    Founder And Ceo
    Blackoak Advisors
    Des Moines, Ia, Us
  • Klima Capital
    Founder & Co-Cio
    Klima Capital 2021 - Present
    Investment manager specializing in regulated carbon markets.
  • Blackoak Advisors
    Founder & Ceo
    Blackoak Advisors 2021 - Present
    Strategic advisor to wealthy families and long-term asset owners.
  • Freemark Partners
    Co-Founder & Partner
    Freemark Partners 2016 - 2020
    Private investment firm for the Marks family. Howard Marks co-founded Oaktree Capital.
  • Bregal Investments
    Principal
    Bregal Investments 2012 - 2016
    London, England, Gb
    U.S. direct private equity (LBO) team, investing from $600 million committed fund.
  • Shoreview Industries
    Vice President
    Shoreview Industries 2006 - 2010
    Minneapolis, Minnesota, Us
    Private equity firm investing in family-owned and entrepreneur-led companies.
  • The Boston Consulting Group
    Associate
    The Boston Consulting Group 2004 - 2006
    Boston, Massachusetts, Us

Matthew S. Ford, Cfa, Cfp® Skills

Private Equity Valuation Financial Analysis Due Diligence Mergers And Acquisitions Lbo Financial Modeling Business Valuation Corporate Finance Business Strategy Corporate Development Training Mentoring Industry Research Negotiation Buyouts Strategic Planning Recruiting Restructuring Business Development Management Consulting Strategy Marketing Mergers Acquisitions Investments Finance Management Family Business Recapitalizations Management Buyouts

Matthew S. Ford, Cfa, Cfp® Education Details

  • The Wharton School
    The Wharton School
    Mba
  • The University Of Iowa Tippie College Of Business
    The University Of Iowa Tippie College Of Business
    Psychology Minor

Frequently Asked Questions about Matthew S. Ford, Cfa, Cfp®

What company does Matthew S. Ford, Cfa, Cfp® work for?

Matthew S. Ford, Cfa, Cfp® works for Blackoak Advisors

What is Matthew S. Ford, Cfa, Cfp®'s role at the current company?

Matthew S. Ford, Cfa, Cfp®'s current role is Founder and CEO.

What is Matthew S. Ford, Cfa, Cfp®'s email address?

Matthew S. Ford, Cfa, Cfp®'s email address is ma****@****ail.com

What is Matthew S. Ford, Cfa, Cfp®'s direct phone number?

Matthew S. Ford, Cfa, Cfp®'s direct phone number is +161472*****

What schools did Matthew S. Ford, Cfa, Cfp® attend?

Matthew S. Ford, Cfa, Cfp® attended The Wharton School, The University Of Iowa Tippie College Of Business.

What skills is Matthew S. Ford, Cfa, Cfp® known for?

Matthew S. Ford, Cfa, Cfp® has skills like Private Equity, Valuation, Financial Analysis, Due Diligence, Mergers And Acquisitions, Lbo, Financial Modeling, Business Valuation, Corporate Finance, Business Strategy, Corporate Development, Training.

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