Vice President @ Athena Capital Advisors (February 2019 - March 2020)
Senior Associate, Private Equity and Real Estate @ Athena Capital Advisors (February 2017 - February 2019)
Associate, Private Equity and Real Estate @ Athena Capital Advisors (January 2014 - January 2017)
Associate Director @ Segal Rogerscasey (March 2012 - January 2014)
Senior Research Analyst @ Segal Rogerscasey (October 2010 - March 2012)
Research Analyst @ Segal Rogerscasey (January 2006 - September 2010)
Matthew Katz Education
University of Connecticut School of Business
BS (Finance)
2001-2005
Staples High School 1997-2001
Matthew Katz Skills
Bloomberg
Due Diligence
Excel
Fixed Income
Investment Management
Investment Strategies
Investments
Morningstar
Portfolio Management
PowerPoint
Private Equity
Real Estate
Research
Thomson One
Word
Investment Properties
Marketing
Microsoft Office
Equities
Hedge Funds
Business Analysis
Microsoft Word
Strategic Planning
Matthew Katz Summary
Matthew Katz, based in Boston, MA, US, is currently a Managing Director, Private Markets at Fiduciary Trust International. Matthew Katz brings experience from previous roles at Athena Capital Advisors and Segal Rogerscasey. Matthew Katz holds a 2001 - 2005 BS in Finance @ University of Connecticut School of Business. With a robust skill set that includes Bloomberg, Due Diligence, Excel, Fixed Income, Investment Management and more. Matthew Katz has 2 emails and 2 mobile phone numbers on RocketReach.
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