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Matthew Katz, Cfa

Managing Director, Private Markets at Fiduciary Trust International
Intro Book
Matthew Katz, a seasoned investment professional with 4+ years of experience at Fiduciary Trust International and 8+ years at Segal Rogerscasey, holds a BS in Finance from the University of Connecticut, speaking fluent English and proficient in Bloomberg and PowerPoint.
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Location
Boston, Massachusetts, United States, US
Skills
  • Equities
  • Hedge Funds
  • Private Equity
  • Investments
  • Portfolio Management
  • Show all
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Bio

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I am Matthew Katz, a Managing Director at Fiduciary Trust International, based in Boston, Massachusetts. With over 10 years of experience in private equity and alternative investments, I specialize in portfolio management, due diligence, and investment strategies. I have honed my skills in equities, hedge funds, and fixed income through my roles at Athena Capital Advisors and Segal Rogerscasey, where I managed significant investment commitments and led research teams. I hold a BS in Finance from the University of Connecticut School of Business, which laid the foundation for my career in finance. Fluent in English, I am passionate about leveraging my expertise to drive successful investment outcomes.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2013
    - Apr, 2026

Experience

  • Fiduciary Trust International
    • Lincoln, Massachusetts, United States
    • Managing Director, Private Markets
      • Mar 2020 - Present
      • Lincoln, Massachusetts, United States

      As of March 2020, Athena Capital Advisors is now part of Fiduciary Trust International.

  • Athena Capital Advisors
    • Vice President
      • Feb 2019 - Mar 2020

    • Senior Associate, Private Equity and Real Estate
      • Feb 2017 - Feb 2019

    • Associate, Private Equity and Real Estate
      • Jan 2014 - Jan 2017

      Focus on private equity and real estate investments; responsible for sourcing, due diligence and monitoring investments across each asset class.Manage approximately $1B in private equity and real estate commitments across nearly 150 limited partnership and direct investments

  • Segal Rogerscasey
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Director
      • Mar 2012 - Jan 2014

      Responsible for alternative investment manager research, specifically private equity and debt including buyout, growth equity, venture capital, opportunistic credit and special situations, secondaries and co-investments

    • Senior Research Analyst
      • Oct 2010 - Mar 2012

      Spearheaded traditional and non-traditional manager searches and due diligence items, which includes identifying, underwriting, and recommending traditional and alternative investments across all non-discretionary clientsManaged group of seven research analysts while coordinating the investment manager due diligence and search process for the firm

    • Research Analyst
      • Jan 2006 - Sep 2010

      Acted as a technical resource to consultants and clients on investment research concepts and approachesPerformed complex quantitative and qualitative due diligence of both prospective and incumbent investment managers

Education

  • 2001 - 2005
    University of Connecticut School of Business
    BS, Finance
  • 1997 - 2001
    Staples High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking.”

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