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Matthew C. Stephani

Matthew C. Stephani

CFA® | President Cavanal Hill Investment Management
Matthew C. Stephani

Matthew C. Stephani

CFA® | President Cavanal Hill Investment Management

Matthew Stephani serves as the President of Cavanal Hill Investment Management, headquartered in Tulsa, Oklahoma. Appointed to this position in 2020, Matt is responsible for the fixed income, cash, and equity management teams of Cavanal Hill.  In addition, he is responsible for all other aspects of the firm including trading, risk management, marketing, client servicing and compliance. 

Prior to being named President of Cavanal Hill, Matt joined the Cavanal Hill family as an equity portfolio manager in 2006. He was promoted to lead the fundamental equity research team for Cavanal Hill in 2012. In that position, he developed several new equity strategies, won multiple performance awards, and established a strong track record of performance. 

Matt concurrently earned both a Bachelor of Science Degree and a Master of Accountancy Degree from Brigham Young University. Matt holds the Chartered Financial Analyst designation.

Michael P. Maurer

Michael P. Maurer

MBA, CFA® | Senior Vice President, Senior Fixed Income Portfolio Manager
Michael P. Maurer

Michael P. Maurer

MBA, CFA® | Senior Vice President, Senior Fixed Income Portfolio Manager

Michael Maurer manages the investment team which creates and executes the taxable fixed income strategies for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Core Investment Grade, Short-Intermediate Investment Grade, Short-Intermediate Insurance, Short-Intermediate Government, and Short Government strategies. In addition, he is a portfolio manager for the Cavanal Hill Bond Fund, Cavanal Hill Moderate Duration Fund, Cavanal Hill Limited Duration Fund, Cavanal Hill Strategic Enhanced Yield Fund, Cavanal Hill Active Core Fund, and Cavanal Hill World Energy Fund.

Mike earned Bachelor of Science Degrees in Finance and Management and a Master of Business Administration Degree, all from Saint Louis University. Mike holds the Chartered Financial Analyst designation.

Russell Knox

Russell Knox

CFA® | Vice President, Fixed Income Portfolio Manager
Russell Knox

Russell Knox

CFA® | Vice President, Fixed Income Portfolio Manager

Russell Knox is responsible for the portfolio management of the Cavanal Hill Short-Term Investment Grade, Strategic Fixed Income, and Strategic Enhanced Fixed Income strategies. In addition, he is a portfolio manager for the Cavanal Hill Strategic Enhanced Yield Fund, Cavanal Hill Limited Duration Fund, Cavanal Hill Moderate Duration Fund, and the Cavanal Hill Bond Fund.

Russell earned a Bachelor of Science Degree in Finance and a Master of Science in Quantitative Financial Economics, both from Oklahoma State University. Russell holds the Chartered Financial Analyst designation.

John Norton

John Norton

Assistant Vice President, Fixed Income Portfolio Manager
John Norton

John Norton

Assistant Vice President, Fixed Income Portfolio Manager

John Norton supports the execution of the taxable fixed income strategies including conducting quantitative research and analysis. His primary focus is on sector weightings and selection.

John earned a Bachelor of Science Degree in Mathematics from the University of Mississippi, and a Master of Science Degree in Quantitative Finance from the University of Tulsa.

Michael J. Kitchen

Michael J. Kitchen

CFA®, CTP | Senior Vice President, Senior Cash Management Portfolio Manager
Michael J. Kitchen

Michael J. Kitchen

CFA®, CTP | Senior Vice President, Senior Cash Management Portfolio Manager

Michael Kitchen oversees the taxable money market strategies for Cavanal Hill Investment Management. He is responsible for the Government Securities Money Market Fund as well as the Cavanal Hill U.S. Treasury Fund.

Mike has a Bachelor of Science Degree in Finance from Northeastern State University. He holds Chartered Financial Analyst and Certified Treasury Professional designations.

Richard Williams

Richard Williams

Senior Vice President, Senior Tax-Exempt Fixed Income Portfolio Manager
Richard Williams

Richard Williams

Senior Vice President, Senior Tax-Exempt Fixed Income Portfolio Manager

Richard Williams manages the investment team which creates and executes the tax-free fixed income strategies for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Short Tax-Free, Intermediate Tax-Free, Oklahoma Municipal, Enhanced Tax-Free, Ultra Short Tax-Free, and our Laddered strategies. In addition, he is the portfolio manager for the Cavanal Hill Ultra Short Tax-Free Income Fund.

Rich received a bachelor of Science Degree in Business Administration from the University of Texas.

Douglas Benton

Douglas Benton

MBA, CPA | Vice President, Senior Municipal Credit Manager
Douglas Benton

Douglas Benton

MBA, CPA | Vice President, Senior Municipal Credit Manager

Douglas Benton supports the Cavanal Hill tax-free funds and strategies as a credit analyst and portfolio manager.

Prior to joining Cavanal Hill in 2010, Doug served as the leader of Moody's Investor Services's southwest regional municipal bond ratings team. He also served as a lead or back-up analyst for Moody's covering several major municipalities. Doug received his Bachelor of Business Administration in Finance from Baylor University and a Master of Business Administration Degree from Rice University. Doug is a licensed CPA in Texas.

Leslie Martin

Leslie Martin

Vice President, Tax-Exempt Fixed Income Portfolio Manager
Leslie Martin

Leslie Martin

Vice President, Tax-Exempt Fixed Income Portfolio Manager

Leslie Martin supports the Cavanal Hill tax-free funds and strategies as a credit analyst and portfolio manager.

Prior to joining Cavanal Hill in 2011, Leslie worked as a ratings analyst for Moody's Investor Service. She served as lead analyst for municipal bond transactions within the southwest region of the U.S. She received her Bachelor of Science degrees in Business and Economics from the University of Kansas and earned a Master of Public Affairs Degree from LBJ School of Public Affairs at the University of Texas.

Keaton Hoppe

Keaton Hoppe

CFA® | Vice President, Tax-Exempt Fixed Income Portfolio Manager
Keaton Hoppe

Keaton Hoppe

CFA® | Vice President, Tax-Exempt Fixed Income Portfolio Manager

Keaton Hoppe supports the Cavanal Hill tax-free funds and strategies as a credit analyst and portfolio manager.

Prior to joining Cavanal Hill in 2013, Keaton worked as a ratings analyst for Moody's Investor Service. He served as lead analyst for municipal bond transactions within the southwest region of the U.S. He received his Bachelor of Arts degrees in Economics and Business Administration from Austin College. Keaton holds the Chartered Financial Analyst designation.

Brandon R. Barnes

Brandon R. Barnes

CFA® | Senior Vice President, Senior Equity Portfolio Manager
Brandon R. Barnes

Brandon R. Barnes

CFA® | Senior Vice President, Senior Equity Portfolio Manager

Brandon Barnes manages the investment team that conducts fundamental equity research for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Dividend Equity, Large Cap Core, Concentrated Equity Income, and New Growth Leaders strategies. In addition, he is a portfolio manager for the Cavanal Hill Opportunistic Fund and Cavanal Hill Active Core Fund.

Brandon earned a Bachelor of Business Administration Degree and a Master of Science Degree in Business Administration from Texas Tech University. Brandon holds the Chartered Financial Analyst designation.

Michael C. Schloss

Michael C. Schloss

MBA | Vice President, Equity Portfolio Manager
Michael C. Schloss

Michael C. Schloss

MBA | Vice President, Equity Portfolio Manager

Michael Schloss is a portfolio manager for the Cavanal Hill Investment Management Large Cap Core,  Dividend Equity, and Concentrated Equity Income strategies. In addition, he is responsible for conducting research on the consumer sector for Cavanal Hill Investment Management's fundamental equity strategies.

Mike earned a Bachelor of Science Degree in Business Administration from Villanova University and a Master of Business Administration Degree from the University of Tulsa.

Vincent Nguyen

Vincent Nguyen

CFA® | Vice President, Senior Equity Analyst
Vincent Nguyen

Vincent Nguyen

CFA® | Vice President, Senior Equity Analyst
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Vincent Nguyen is a portfolio manager for the Cavanal Hill Investment Management Large Cap Core and New Growth Leaders strategies. In addition, he is responsible for conducting research on the Technology Hardware and MedTech industries for Cavanal Hill Investment Management’s fundamental equity strategies.

 

Vincent earned both a Bachelor of Science Degree in Business Administration and a Master of Science Degree in Finance from the University of Denver. Vincent holds the Chartered Financial Analyst designation.

Benjamin Wolthuizen

Benjamin Wolthuizen

Equity Analyst
Benjamin Wolthuizen

Benjamin Wolthuizen

Equity Analyst
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Benjamin Wolthuizen conducts bottom-up research of public companies for Cavanal Hill’s fundamental equity team. His primary research focus includes the financials and consumer sectors.

 

Ben earned a Bachelor of Science Degree in Finance from Iowa State University.

Madeline Soukup

Madeline Soukup

Equity Analyst
Madeline Soukup

Madeline Soukup

Equity Analyst

Madeline Soukup conducts bottom-up research of public companies for Cavanal Hill's fundamental equity team.

Madeline is completing a Bachelor of Science Degree in Business Administration from the University of Tulsa.

Thomas Wesley Verdel

Thomas Wesley Verdel

CFA® | Senior Vice President, Senior Quantitative Equity Portfolio Manager
Thomas Wesley Verdel

Thomas Wesley Verdel

CFA® | Senior Vice President, Senior Quantitative Equity Portfolio Manager

Thomas Wesley Verdel manages the investment team which conducts the quantitative equity research for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Mid Cap Core, Large Cap Core Quantitative, Large Cap Value, Large Cap Growth, Durable Equity, Focused Large Cap Growth, Focused Large Cap Value, and Small Cap strategies. In addition, he is responsible for the management of the Cavanal Hill Mid Cap Core Equity Fund.

Wes received a Bachelor of Science Degree in Electrical Engineering and a Bachelor of Science Degree in Mathematics, both conferred Magna Cum Laude, from Oklahoma State University. He earned a Master of Science Degree in Electrical Engineering from Yale University and a Master of Science Degree in Finance from the University of Tulsa. Wes holds the Chartered Financial Analyst designation.

Robert E. Gaston III

Robert E. Gaston III

Vice President, Quantitative Systems Analyst
Robert E. Gaston III

Robert E. Gaston III

Vice President, Quantitative Systems Analyst

Robert Gaston is responsible for software development and infrastructure management for the quantitative equity team. 

Rob received his Bachelor of Science Degree in Business Administration and Accounting from Langston University.

Christopher Story

Christopher Story

CFA® | Assistant Vice President, Quantitative Equity Analyst
Christopher Story

Christopher Story

CFA® | Assistant Vice President, Quantitative Equity Analyst

Christopher Story conducts quantitative research for Cavanal Hill’s quantitative equity team. 

Chris earned his Bachelor of Science Degree in Finance from the University of Wisconsin Eau-Claire and a Master of Science Degree in Quantitative Financial Economics from Oklahoma State University. He holds the Chartered Financial Analyst designation.