MO

Matt Okolita

Regional CEO, The Americas

Mountain View, California

Investor

Invests in

Stages:

Seed
Pre-seed

  • Min Investment:

    $0.00

  • Max Investment:

    $0.00

  • Target Investment:

    $0.00

Skills

Hedge Funds
Mutual Funds
Private Equity
Investment Advisory
Due Diligence
Corporate Governance
Legal Research
Corporate Law
Securities
Mergers
Series 7
Series 66
IACCP Certified
SEC Compliance
Capital Markets
Start-ups
SEC
Finance
Securities Regulation
FINRA

Education

Work Experience

I
IQ-EQ

2022

  • Regional CEO, The Americas

    2023

  • Global Head of Outsourced Business Services

    2022

Greyline

2016 - 2022

  • Managing Partner

    2016 - 2022

Duff & Phelps (Formerly CounselWorks)

2013 - 2016

  • Managing Director - Regulatory Compliance

    2013 - 2016

Mutual Fund Complex and Manager

2012 - 2013

  • Executive Vice President, General Counsel

    2012 - 2013

    General counsel and EVP responsible for all operations and business development for start up alternative mutual fund complex.

HC
Highland Capital Management, L.P.

2008 - 2012

  • Chief Compliance Officer/ Compliance

    2008 - 2012

NewStar Financial Inc.

2006 - 2007

  • Compliance/ Operations/ Legal

    2006 - 2007

CF
Commonwealth Financial Network

2004 - 2006

  • Compliance

    2004 - 2006