Matthew Carney

Matthew Carney has extensive experience in the financial industry, particularly in compliance roles. Matthew is currently serving as the Chief Compliance Officer at Virtus Investment Partners since May 2021. Prior to this, they held the same position at Vident Financial, LLC from July 2019 to April 2021 and at Edge Capital Group from September 2017 to July 2019. Before that, they were the Chief Compliance Officer at Herndon Capital Management, LLC from July 2012 to August 2017. Matthew also has experience at RidgeWorth Investments, where they held the role of Director of Compliance from June 2004 to July 2012 and worked as an Associate in Equity Trading from May 1999 to May 2004. Matthew began their career at United Trust Company as a Client Services Coordinator from March 1998 to May 1999 and then worked as a Client Service Officer at Citi from September 1996 to March 1998. Prior to that, Matthew served as a Fee Billing Supervisor and Analyst at BNY Mellon from 1994 to 1996. Throughout their career, they have demonstrated their expertise in compliance management and oversight of trading desks.

Matthew Carney obtained their Bachelor of Science (BS) degree in Accounting from Grove City College, where they attended from 1990 to 1994. Matthew later pursued a Master of Business Administration (MBA) from the Crummer Graduate School of Business at Rollins College, graduating in the years 1999 to 2002.

In addition to their formal education, Matthew Carney has also obtained several certifications. Matthew achieved a Certificate in ESG Investing from the CFA Institute in May 2022. Matthew also holds a Certificate in Investment Performance Measurement (CIPM), although the specific dates of acquisition are not provided. Furthermore, they have certifications in General Securities Principal and General Securities Representative from FINRA, as well as certifications in Uniform Investment Advisor Law and Uniform Securities Agent State Law from NASAA. The exact dates of obtaining these certifications are not mentioned.