Matt Stephani
President chez Cavanal Hill Investment Management, Inc.
Profil
Mr. Matthew C.
Stephani, CFA, is a President at Cavanal Hill Investment Management, Inc. Mr. Stephani manages the investment team that conducts fundamental equity research for Cavanal Hill Investment Management.
He is responsible for the portfolio management of the Cavanal Hill Dividend Equity, Large Cap Core, and Concentrated Equity Income strategies.
Mr. Stephani was previously employed as a National Office Accounting Research Manager by Deloitte & Touche LLP, a Senior Vice President & Portfolio Manager by Great Cos.
LLC, and a National Office Accounting Research Manager by Phoenix Capital Group LLC.
He concurrently earned both a Bachelor of Science Degree and a Master of Accountancy Degree from Brigham Young University.
He holds the Chartered Financial Analyst designation.
Postes actifs de Matt Stephani
| Sociétés | Poste | Début |
|---|---|---|
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | President | 01/01/2020 |
Anciens postes connus de Matt Stephani
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 30/04/2001 |
Phoenix Capital Group LLC
 Phoenix Capital Group LLC Other TransportationTransportation Phoenix Capital Group LLC provides one-stop transportation services. Its services include freight and non-recourse freight factoring, fuel card programs, load board, and equipment financing. The company was founded by Craig Berry in 2001 and is headquartered in Phoenix, AZ. | Corporate Officer/Principal | - |
Great Cos. LLC
 Great Cos. LLC Investment ManagersFinance Great Companies, LLC. (GC) is a registered investment adviser located in Clearwater, Florida. Their services include managing mutual funds, individually managed accounts, institutional investment management, wrap-fee programs, variable annuities, and life products. The firm is a subsidiary of AEGON USA Investment Management, Inc., which is a subsidiary of AEGON NV (NYSE: AEG). | Analyst-Equity | 31/12/2005 |
Formation de Matt Stephani
| Brigham Young University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Finance |
Great Cos. LLC
Great Cos. LLC Investment ManagersFinance Great Companies, LLC. (GC) is a registered investment adviser located in Clearwater, Florida. Their services include managing mutual funds, individually managed accounts, institutional investment management, wrap-fee programs, variable annuities, and life products. The firm is a subsidiary of AEGON USA Investment Management, Inc., which is a subsidiary of AEGON NV (NYSE: AEG). | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Phoenix Capital Group LLC
Phoenix Capital Group LLC Other TransportationTransportation Phoenix Capital Group LLC provides one-stop transportation services. Its services include freight and non-recourse freight factoring, fuel card programs, load board, and equipment financing. The company was founded by Craig Berry in 2001 and is headquartered in Phoenix, AZ. | Transportation |
