Matrix Capital Advisors, LLC

Christopher J. Burke, Co-Founder – Managing Director
Email: cburke@matrixcapital.com | Phone: (312) 612-6110

Chris is one of Matrix’s founders. He and Mike Wik make up the firm’s Investment Committee, which is responsible for all investment decisions relating to client portfolios. In addition, Chris manages all client service activities of the firm including new client development.  Additionally, Chris is responsible for all real estate investment activities of the firm.  

Chris has over 30 years investment experience in a variety of asset classes serving both high net worth and institutional clientele. Previous to starting Matrix Capital Advisors, Chris spent nearly five years as a Managing Director with a Chicago-based wealth management firm where he directed the investment advisory and alternative investment groups. In that role, Chris oversaw the management of all client portfolios, and created and funded entities to implement a variety of strategies. Prior to that, as a Senior Vice President, he spent 12 years with Jones Lang LaSalle, the international real estate investment firm, providing real estate investment services to high net worth and intuitional clients throughout the United States. Chris’s real estate activities included both private and public market experience across all property types and included the firm’s first international investments in Europe. Chris began his investment career with Aetna Life and Casualty in the Employee Benefits Division in Hartford, CT, and subsequently in Chicago, IL. Chris is a graduate of Bowdoin College with a Bachelors of Arts degree in Economics. Chris is licensed with the NASD as a securities principal and is an investment advisory representative of Matrix Capital Advisors.

Michael D. Wik, Co-Founder – Managing Director
Email: mwik@matrixcapital.com | Phone: (312) 612-6111

Mike is one of Matrix’s founders. He and Chris Burke comprise the Investment Committee, which is responsible for all investment decisions relating to client portfolios. In addition, Mike serves as the portfolio manager for all client portfolios, overseeing day-to-day trading activity, manager due diligence, and selecting and implementing tactical changes in asset allocation and manager allocations.

Mike has over 20 years experience in investments and financial services. Before starting Matrix Capital Advisors, Mike spent eight and a half years with Huizenga Capital Management (“HCM�), the investment management and family office organization of the Huizenga family, founders of Waste Management Inc. At HCM, Mike directed public securities investments as well as private placement activity. Prior to HCM, Mike worked for a Michigan-based financial planning firm and had financial analyst positions with Greyhound Corporation and Ryder Systems.

Mike is a graduate of Marquette University with a BS degree in Finance as well as an MBA from the University of Detroit. He has earned the CFA designation and is licensed with the NASD as a securities principal, and is an investment advisory representative of Matrix Capital Advisors.

John E. Bergquist, Chief Operation Officer
Email: jbergquist@matrixcapital.com | Phone: (312) 612-6115

John joined Matrix in June 2011 as Chief Operating Officer and Chief Compliance Officer. In this capacity, John both manages the day-to-day operations of the firm and oversees all regulatory compliance matters. In addition, he manages the firm’s technology platform.

John came to Matrix with 25 years experience in financial management, information technology, operations management, and corporate finance. Most recently, he was Vice President of Finance and Administration with the Visual Pak Companies in Waukegan, Illinois, and prior to that he was Director of Investment Banking with Stifel Nicolas. Earlier positions in equity research, commercial banking, and financial institution regulation round out John's financial industry experience. He holds BS degrees in Accounting (Minnesota State University) and Mechanical Engineering (University of Minnesota), and an MBA from The University of Chicago.

Vytas J. Krisciunas, Director of Research and Due Diligence
Email: vkris@matrixcapital.com | Phone: (312) 612-6112

Joining Matrix in 2006, Vytas manages the database of existing and new managers/funds as well as performing and recording due diligence results. Vytas also participates in the Investment Committee’s review of existing managers and those under consideration. His past experience includes several years as consultant to the asset management community on matters dealing with client reporting technology, performance measurement, and compliance systems; and three years as Senior Portfolio Analyst for Chicago Equity Partners, an asset management firm.  He began his financial services career in 1999 at The Northern Trust Company in the Capital Structures division. Vytas holds a Bachelor's degree from The University of Illinois at Urbana-Champaign in Finance and Economics and is currently working towards his CFA® designation.

Kristen A. Cheli, Client Services Liaison
Email: kcheli@matrixcapital.com | Phone: (312) 612-6113

Kristen joined Matrix as Client Services Liaison in November 2007 with four years experience in the wealth management industry.  She currently manages all aspects of client services at Matrix, from account administration (processing forms, opening new accounts, and answering daily client questions) to back-office operations (monthly reporting, downloads, and account reconciliation). She previously worked for Gresham Partners, LLC, a Chicago-based wealth management firm, where she supported the client work of two advisors. She most recently worked for Grenzebach Glier & Associates, a fund-raising consulting firm.  Kristen holds a BA degree from Sarah Lawrence College in Bronxville, NY, and is currently working toward the CERTIFIED FINANCIAL PLANNERâ„¢ designation.