Profile
Mr. Matthew A.
Stephenson, CFA, is Chief Investment Officer at Andina Capital Management LLC.
Prior to joining Albion Capital Management, Mr. Stephenson was a Portfolio Manager and Principal of Alta Capital Management LLC.
Prior to joining Alta Capital, He worked as a Business Valuation Associate for Arthur Andersen LLP and Neilson Elggren LLP.
Mr. Stephenson graduated from the University of Utah with a Bachelor of Arts degree in Accounting.
He often has served as an adjunct professor at the University of Utah, teaching upper level courses in Finance and Investments.
He is also a CFA charter holder and holds the NASD Series 65 certification.
Former positions of Matthew Aaron Stephenson
| Companies | Position | End |
|---|---|---|
Andina Capital Management LLC
 Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Chief Investment Officer | 06/10/2013 |
Alta Capital Management LLC
 Alta Capital Management LLC Investment ManagersFinance Alta Capital Management LLC (Alta Capital) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 1981 and is principally owned by Guardian Capital LLC, ultimately owned by Guardian Capital Group Ltd. (TSE: GCG) in Canada. Alta Capital provides management services to institutional and private investors. | Portfolio Manager-Equities | 30/05/2009 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
| US BANCORP | Corporate Officer/Principal | - |
Training of Matthew Aaron Stephenson
| University of Utah | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Listed companies | 1 |
|---|---|
| US BANCORP | Finance |
| Private companies | 3 |
|---|---|
Alta Capital Management LLC
Alta Capital Management LLC Investment ManagersFinance Alta Capital Management LLC (Alta Capital) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 1981 and is principally owned by Guardian Capital LLC, ultimately owned by Guardian Capital Group Ltd. (TSE: GCG) in Canada. Alta Capital provides management services to institutional and private investors. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Andina Capital Management LLC
Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Finance |
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