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

Founder and CEO at BlackOak Advisors
Location: Des Moines Metropolitan Area, United States, United States 7 work roles 2 schools
1 work email found @blackoakadv.com 1 phone found area 614 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@blackoakadv.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder and CEO
Location
Des Moines Metropolitan Area, United States, United States
Company size

Who is Matthew S. Ford, Cfa, Cfp®? Overview

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Quick answer

Matthew S. Ford, Cfa, Cfp® is listed as Founder and CEO at BlackOak Advisors, a company with 1 employees, based in Des Moines Metropolitan Area, United States, United States. AeroLeads shows a work email signal at blackoakadv.com, phone signal with area code 614, and a matched LinkedIn profile for Matthew S. Ford, Cfa, Cfp®.

Matthew S. Ford, Cfa, Cfp® previously worked as Founder & Co-CIO at Klima Capital and Founder & CEO at Blackoak Advisors. Matthew S. Ford, Cfa, Cfp® holds Mba from The Wharton School.

Company email context

Email format at BlackOak Advisors

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*@blackoakadv.com
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AeroLeads found 1 current-domain work email signal for Matthew S. Ford, Cfa, Cfp®. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Private Equity, Valuation, Financial Analysis, Due Diligence, and 27 others.

Current workplace

Matthew S. Ford, Cfa, Cfp®'s current company

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BlackOak Advisors
Blackoak Advisors
Founder and CEO
Des Moines, IA, US
Website
Employees
1
AeroLeads page
7 roles · 22 years

Matthew S. Ford, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Founder & Co-Cio

Current

Investment manager specializing in regulated carbon markets.

2021 - Present ~5 yrs 4 mos

Founder & Ceo

Current

Strategic advisor to wealthy families and long-term asset owners.

2021 - Present ~5 yrs 4 mos

Co-Founder & Partner

Freemark Partners

Private investment firm for the Marks family. Howard Marks co-founded Oaktree Capital.

2016 - 2020 ~4 yrs

Principal

London, England, GB

U.S. direct private equity (LBO) team, investing from $600 million committed fund.

2012 - 2016 ~4 yrs

Vice President

Minneapolis, Minnesota, US

Private equity firm investing in family-owned and entrepreneur-led companies.

2006 - 2010 ~4 yrs
2 education records

Matthew S. Ford, Cfa, Cfp® education

Mba

The Wharton School

Bba, Finance, Psychology Minor

The University Of Iowa Tippie College Of Business
FAQ

Frequently asked questions about Matthew S. Ford, Cfa, Cfp®

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

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 BlackOak Advisors?

Matthew S. Ford, Cfa, Cfp® is listed as Founder and CEO at BlackOak Advisors.

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

AeroLeads has found 1 work email signal at @blackoakadv.com for Matthew S. Ford, Cfa, Cfp® at BlackOak Advisors.

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

AeroLeads has found 1 phone signal(s) with area code 614 for Matthew S. Ford, Cfa, Cfp® at BlackOak Advisors.

Where is Matthew S. Ford, Cfa, Cfp® based?

Matthew S. Ford, Cfa, Cfp® is based in Des Moines Metropolitan Area, United States, United States while working with BlackOak Advisors.

What companies has Matthew S. Ford, Cfa, Cfp® worked for?

Matthew S. Ford, Cfa, Cfp® has worked for Blackoak Advisors, Klima Capital, Freemark Partners, Bregal Investments, and Shoreview Industries.

How can I contact Matthew S. Ford, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Matthew S. Ford, Cfa, Cfp® at BlackOak Advisors, including work email, phone, and LinkedIn data when available.

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

Matthew S. Ford, Cfa, Cfp® holds Mba from The Wharton School.

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

Matthew S. Ford, Cfa, Cfp® is listed with skills including Private Equity, Valuation, Financial Analysis, Due Diligence, Mergers And Acquisitions, Lbo, Financial Modeling, and Business Valuation.

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