Profile
Prior to joining Delaware in 2000, he was an Assistant Vice President and Senior Securities Analyst at Conseco Capital Management directing the utility and technology research group.
He began his career as a quantitative analyst at CCM.
Mr. Stephens received a bachelor of science in Electrical Engineering form the University of Pennsylvania.
He is a CFA Charterholder and a Fellow of Life Management Institute.
Former positions of Matthew J. Stephens
Companies | Position | End |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Analyst-Fixed Income | 30/09/2007 |
CCM Investment Advisers LLC
CCM Investment Advisers LLC Investment ManagersFinance CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals. | Analyst-Equity | - |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Analyst-Equity | - |
Training of Matthew J. Stephens
University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Finance |
CCM Investment Advisers LLC
CCM Investment Advisers LLC Investment ManagersFinance CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals. | Finance |
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