Matthew O’Neil is a Senior Vice President of Sales and Client Service at ZCM. Matthew joined the firm in 2001 and has over 20 years of investment industry experience. Matthew is responsible for servicing the firm’s institutional asset management clients and marketing our services to new potential clients. His primary responsibilities include assisting organizations with the development and implementation of investment policy statements, reporting on investment portfolio performance, and communicating ZCM’s economic outlook and its investment implications. Matthew entered the investment services industry in 1992 and spent three years as a registered representative in a retail brokerage office. He then turned his focus to marketing and communications, joining the proprietary mutual fund team of a large Midwestern bank holding company in 1995.
Matthew received a B.S. in Business Economics from Marquette University in Milwaukee, Wisconsin.