Team

At Matrix, from top to bottom, we roll up our sleeves, and get to work, focused on the vital interests of our clients. Every resource of our firm is at your disposal. Our relationships, built on trust and client satisfaction, are reliant upon our expertise and professionalism and are an important part of our success. We look forward to putting that success to work for you.

Tom Kelso Spencer Cavalier, CFA, ASA Cedric Fortemps, CFA
Managing Director Director Senior Vice President

Tod Butler John Underwood Vance Saunders, CPA
VP of Business Dev. Vice President Senior Associate

Sean Dooley Stephen Lynch Kelly Simons
Senior Analyst Senior Analyst Mgr. Admin. Services