Matthew S. Ford, Cfa, Cfp® Email & Phone Number
@blackoakadv.com
1 phone found area 614
LinkedIn matched
Who is Matthew S. Ford, Cfa, Cfp®? Overview
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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.
Email format at BlackOak Advisors
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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.
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.
Matthew S. Ford, Cfa, Cfp®'s current company
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Matthew S. Ford, Cfa, Cfp® work experience
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Founder & Ceo
CurrentStrategic advisor to wealthy families and long-term asset owners.
Co-Founder & Partner
Private investment firm for the Marks family. Howard Marks co-founded Oaktree Capital.
Principal
U.S. direct private equity (LBO) team, investing from $600 million committed fund.
Vice President
Private equity firm investing in family-owned and entrepreneur-led companies.
Associate
Matthew S. Ford, Cfa, Cfp® education
Mba
Bba, Finance, Psychology Minor
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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