Matthew Katz, CFA
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Investment Research

Matthew Katz, CFA

Senior Research Associate

AT ATHENA

Matthew focuses on private equity and real estate investments and is responsible for sourcing, due diligence and monitoring investments across each asset class.  He helps determine strategic and tactical allocations within Athena’s Model Portfolio, while monitoring existing and prospective investment opportunities.  Matthew serves as a key contributor to the analysis of current macroeconomic conditions through participation in daily market updates, Investment Committee meetings, and quarterly market overviews.  In addition, Matthew has also worked with impact-focused clients to source and analyze appropriate private investments serving both financial and social purposes.

CAREER HISTORY

Prior to joining Athena, Matthew was an Associate Director at Segal Rogerscasey, an investment consulting firm, as a member of their Alpha Research team focused on private equity manager research and due diligence. While at Segal Rogerscasey, he participated in the portfolio planning, underwriting and execution of private investments for the firm’s discretionary clients.

EDUCATION
  • Bachelor of Science in Finance from the University of Connecticut
ACHIEVEMENTS AND POSTS
  • Chartered Financial Analyst (CFA) Charterholder
  • Member, CFA Society Boston
  • Member, Young Leaders and Alternatives Committees for the Boston Security Analysts Society
  • Volunteer, American Red Cross
EPIC

  • EXCELLENCE
  • PASSION
  • INTEGRITY
  • CARING