Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of John M. Matelis CFA

John M. Matelis CFA

Managing Director and Chief Financial Analyst

Biographical Info

Based in Washington, DC, Mr. Matelis leads Evercore Trust’s Finance group responsible for overseeing investments, executing trading strategies, and conducting due diligence for client mandates. His primary responsibilities include managing the functional group, performing financial analyses, delivering client service and contributing to business development efforts. He works on a variety of assignments, including investments in company stock, transactions involving plan assets, and other fiduciary decision-making matters. Prior to joining our team in 2006, Mr. Matelis spent three years in management consulting at Booz Allen Hamilton and five years in commercial lending at SunTrust Bank. He earned the right to use the Chartered Financial Analyst designation in 2009 and is a member of the CFA Institute and the CFA Society of Washington, DC.

Mr. Matelis earned his B.S. in Economics from James Madison University and his M.B.A. from the University of California at Irvine. He was the recipient of the George W. Brown Award in recognition of academic excellence and exceptional service to his business school community.