Mathew Trevor Klody

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 05/2020
  Keebeck Wealth Management Llc
  Oak Brook Terrace, IL
• 07/2012 → 12/2018
  Mcn Capital Management, Llc
  Chicago, IL
• 10/2020 → 03/2021
  Whitnell & Company
  Oak Brook, IL
• 08/2018 → Present
  University Of Notre Dame
  Notre Dame, IN
• 03/2021 → Present
  Rockefeller & Co
  Oak Brook, IL

Previous Registrations

• 2020-11-20 → 2021-03-16
  Whitnell & Co
  Oak Brook, IL
• 2018-09-24 → 2020-06-09
  Keebeck Wealth Management
  Chicago, IL

Other Businesses

1. University of Notre Dame, 126 Mendoza College of Business, Notre Dame, IN 46556; Not investment related; Adjunct Professor; Started 8/2018; 4 hours per month, 1 during trading hours; teach Applied Private Equity course. 2. Rental property, 6013 Riverbend Dr, Lisle, IL 60532; Is investment related; Owner; Started 7/2018; 1 hour per month, none during trading hours; Owner of the rental property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-14

Designations

• Chartered Financial Analyst

Other Names

• Mat Klody