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RK

Rich Kravitz

Chief Financial Officer at Matrix Private Capital Group
Intro Book
Seasoned finance professional with 21+ years of experience in financial services and portfolio management.
  • Claim this Profile
Location
New York, New York, United States, US
Skills
  • Financial Services
  • Accounting
  • Hedge Funds
  • Management
  • Portfolio Management
  • Show all
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Bio

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Rich Kravitz is a seasoned finance professional with 21+ years of experience in financial services, accounting, and portfolio management. He has held senior roles as Chief Financial Officer and Senior Vice President at prominent firms, including Matrix Private Capital Group and CS First Boston Asset Management. Kravitz holds a BS in Accounting from Binghamton University and is a Certified Public Accountant.

Credentials

  • Certified Public Accountant
    New York State

Experience

  • Matrix Private Capital Group
    • Chief Financial Officer
      • Feb 2018 - Apr 2024

  • KR Capital Advisors, Inc.
    • 750 Lexington Avenue, New York, NY 10022
    • Senior Vice President and Chief Financial Officer
      • Jan 1996 - Dec 2016
      • 750 Lexington Avenue, New York, NY 10022

      My responsibilities included:-Oversight and supervision of back office operations including portfolio accounting, trade settlements, position and cash reconciliation, trading, corporate actions processing, class actions processing and proxy voting.-Maintaining Global Investment Performance Standards (GIPS) compliant separate accounts performance composite.-Client service and reporting.-Performance fee computations and billings.-Corporate finance, accounting and tax.-Preparation of accounting workpapers, tax allocations, and financial statements for the company sponsored hedge fund (KR Capital Partners Fund I, LP)-Regulatory compliance.-Establishing and maintaining policies and procedures.-Physical office and IT matters (including two office relocations and numerous network and systems upgrades).-Payroll and human resources matters.-Marketing support.KR Capital Advisors closed its business in 2016 due to the death of one of its two principal owners.

  • Montgomery Securities
    • New York, NY
    • Vice President
      • 1995 - 1996
      • New York, NY

      Prime Brokerage

  • CS First Boston Asset Managment
    • New York, NY
    • Vice President
      • 1994 - 1995
      • New York, NY

  • Seymour Schneidman & Associates (presently known as Anchin, Block & Anchin)
    • New York, NY
    • Audit Manager
      • 1985 - 1994
      • New York, NY

      Specialized in Financial Services

Education

  • 1981 - 1985
    Binghamton University School of Management
    BS, Accounting

Suggested Services

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

Industry Focus. “Financial Services”

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