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| Christopher J. Burke |
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Principal |
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| Previous to starting Matrix, Mr. Burke spent four and one half years as a Managing Director with a Chicago based private wealth management firm where he directed the investment advisory and alternative investment groups. 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 large corporate and public retirement funds throughout the United States. Mr. Burke began his investment career with Aetna Life and Casualty in the pension investment area working with institutional investors in the Midwestern section of the country. Mr. Burke is a graduate of Bowdoin College with a Bachelors of Arts degree in Economics. Mr. Burke is licensed with the NASD as a securities principal for MCA Securities LLC, an affiliated broker-dealer, and is an investment advisory representative of Matrix Capital Advisors. |
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29 Years Investment Exp. |
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Investment Advisory Services |
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Real Estate |
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Private Equity |
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| Michael D. Wik, CFA |
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Principal |
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| Before starting Matrix, Mr. Wik spent eight and one 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, Mr. Wik directed public securities investment as well as private placement activity. Previous to HCM, Mr. Wik had worked for a Michigan based financial planning firm and had financial analyst positions with Greyhound Corporation and Ryder Systems. Mr. Wik is a graduate of Marquette University with a Bachelor of Science degree in Finance as well as an MBA from the University of Detroit. Mr. Wik has earned the CFA designation and is licensed with the NASD as a securities principal for MCA Securities LLC, an affiliated broker-dealer, and is an investment advisory representative of Matrix Capital Advisors. |
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15 Years Investment Exp. |
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Family Office Management |
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Portfolio Management |
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Private Equity |
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| Michael J. Scilingo |
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Chief Operating Officer |
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| Mr. Scilingo joined Matrix in October 2008 after eight years as V.P. of Asset Management for Urban Innovations, Inc. (“UI”), a privately-held real estate development and management company in Chicago. At UI, Mr. Scilingo directed all aspects of the management, leasing & operations of a 1 million square foot commercial office building portfolio. Prior to UI, Mr. Scilingo worked along with Mr. Wik for five years at Huizenga Capital Management as Controller. His previous professional experience includes ten years in various divisions of Citibank, including the Private Bank. Mr. Scilingo has an MBA from DePaul University and a Bachelor's Degree from the University of Illinois at Chicago. |
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23 Years Finance & Operations Exp. |
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Investor Relations |
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Banking Relationships |
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| Vytas Krisciunas |
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Manager - Financial Reporting |
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| Prior to joining Matrix, Mr. Krisciunas spent two years as a financial consultant for various institutional and high-net worth asset managers in Chicago, bringing with him extensive knowledge of client reporting, performance measurement and compliance systems. The majority of that tenure was spent at ABN AMRO’s Capital Markets division in Chicago. From 2001 to 2003, Mr. Krisciunas served as Sr. Portfolio Analyst for Chicago Equity Partners. He began his career in 1999 at The Northern Trust Company in the Capital Structures division. Mr. Krisciunas holds Bachelor's degrees from The University of Illinois at Urbana-Champaign in Finance and Economics and is currently working towards his CFA designation. |
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7 Years Investment Exp. |
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Portfolio Management |
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Trading and Acct. Systems |
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Market Research |
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| Kristen Cheli |
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Client Services Liaison |
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| Ms. Cheli joined Matrix as Client Services Liaison in November 2007 with four years' experience in the wealth management industry. She previously worked for Gresham Partners, LLC, a Chicago-based wealth management firm, where she supported the client work of a Partner and an Advisor. She most recently for Grenzebach Glier & Associates, a fund-raising consulting firm. Ms. Cheli holds a BA degree from Sarah Lawrence College in Bronxville, NY, and is currently working toward the Certified Financial Planner designation. |
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Client Relations |
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4 Years Industry Experience |
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Independent,
unbiased Registered Investment Advisor |
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Fee
only compensation structure |
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High
level of service utilizing a team approach |
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Customized
solutions not “cookie cutter” model driven plans
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Act as a “manager of managers” allocating capital to best of breed managers |
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Minimum account size: $3,000,000 |
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