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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 seeks to identify and invest in market inefficiencies that add value for their clients. The firm offers equity, fixed income and cash management strategies to taxable and tax-exempt institutional and individual clients throughout the US. They also provide research and investment recommendations for institutional and individual equity and fixed-income assets managed independently by BOK Financial Corp. and its subsidiaries. | President | 01/01/2020 |
Anciens postes connus de Matt Stephani
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 30/04/2001 |
Phoenix Capital Group LLC
 Phoenix Capital Group LLC Other TransportationTransportation Provides one-stop transportation services | Corporate Officer/Principal | - |
Great Cos. LLC
 Great Cos. LLC Investment ManagersFinance The companies in which GC invests are required to meet a rigorous analysis and screening process before being selected as a candidate for investment. Their proprietary systems and methodology provide estimates of changing intrinsic values of the companies in which they invest. Using these estimates, the firm adjusts portfolio allocation to enhance investor returns. The members of the investment team at GC do not consider themselves money managers in the traditional sense. They are asset allocators. The team strives for very low turnover of holdings, believing that great companies typically remain great over time. GC looks for companies that are highly regarded by knowledgeable management experts, in business for at least 50 years, have survived the founder, and are global companies with revenues from international operations. To be included in a portfolio, these companies must also have outstanding shareholder returns and be protected by strong franchise barriers. | Analyst-Equity | 31/12/2005 |
Formation de Matt Stephani
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill seeks to identify and invest in market inefficiencies that add value for their clients. The firm offers equity, fixed income and cash management strategies to taxable and tax-exempt institutional and individual clients throughout the US. They also provide research and investment recommendations for institutional and individual equity and fixed-income assets managed independently by BOK Financial Corp. and its subsidiaries. | Finance |
Great Cos. LLC
Great Cos. LLC Investment ManagersFinance The companies in which GC invests are required to meet a rigorous analysis and screening process before being selected as a candidate for investment. Their proprietary systems and methodology provide estimates of changing intrinsic values of the companies in which they invest. Using these estimates, the firm adjusts portfolio allocation to enhance investor returns. The members of the investment team at GC do not consider themselves money managers in the traditional sense. They are asset allocators. The team strives for very low turnover of holdings, believing that great companies typically remain great over time. GC looks for companies that are highly regarded by knowledgeable management experts, in business for at least 50 years, have survived the founder, and are global companies with revenues from international operations. To be included in a portfolio, these companies must also have outstanding shareholder returns and be protected by strong franchise barriers. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Phoenix Capital Group LLC
Phoenix Capital Group LLC Other TransportationTransportation Provides one-stop transportation services | Transportation |
