Matt Hlavacek, CFA

Director at EPIQ Capital Group

Matt Hlavacek, CFA has a diverse work experience spanning several companies and roles.

Matt is currently a Vice President at EPIQ Capital Group, a position they have held since April 2021.

Prior to their current role, Matt worked at Northern Trust Corporation from 2017 to 2021. During this time, they served as a Portfolio Manager, an Associate Portfolio Manager, and again as a Portfolio Manager.

Before their tenure at Northern Trust Corporation, Matt worked at Northern Trust Wealth Management from 2014 to 2017. Matt held the role of Account Manager - Investment Management and supported senior Portfolio Managers in delivering investment and wealth management solutions to clients. Matt was also selected as a key member of a team responsible for training regional portfolio managers on new software and trading systems.

Between 2013 and 2014, Matt worked at Northern Trust as a Sr. Consultant, Hedge Fund Services. In this role, they focused on client service, account setup, account reconciliations, and data integrity monitoring.

During the same period, Matt also gained experience as an Investment Operations Consultant at Neuberger Berman. Matt worked on resolving trade-related issues and driving improvements in proprietary reconciliation systems.

From 2008 to 2012, Matt worked at Levante Capital LLC as a Trader. Matt managed proprietary accounts, engaged in market-making activities, and oversaw the clearance and settlement processes.

In 2008, Matt briefly worked at Breakwater Trading as a Clerk, responsible for managing trading accounts and executing cash and futures trades. Prior to that, they held a role as a Floor Clerk at Fimat in 2007.

Matt Hlavacek, CFA obtained a Bachelor of Arts degree (B.A.) from the University of Illinois Urbana-Champaign, where they studied from 2003 to 2007. In addition, they also hold the Certified Financial Planner (CFP) certification from the CFP Board and the Chartered Financial Analyst (CFA) designation from the CFA Institute. No specific information is available regarding the year or month when they obtained these additional certifications.

Links

Previous companies

Northern Trust logo
Neuberger Berman logo

Timeline

  • Director

    December 1, 2023 - present

  • Vice President

    April, 2021

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