Matthew founded Karpas Strategies 29 years ago. He is the principal Investment Manager of the firm, and has more than 38 years of industry experience. Since 1994, Matthew has pioneered the Karpas Strategies vision of providing high net worth individuals with a rare kind of personal service that strives to set a new standard in the investment industry. Matthew began his career at J.P. Morgan and Co. working in New York and Tokyo.

Matthew was the prior Board Chair, and continues to serve on the board, of CJR, a Connecticut state-wide non-profit organization dedicated to the mission of providing the necessary therapeutic treatment, education, and support for young people and their families to promote positive change and transform lives. He is a past president of the Oliver Wolcott Library, and a current board member of the Union Savings Bank Foundation.

 

Zachary joined Karpas Strategies in 2020, focusing on portfolio management, company research and analysis, and product development. Most recently, Zach was a Senior Associate in Business Development at Shenkman Capital. Zach started his career at UBS Asset Management in their Hedge Fund Solutions group where he was responsible for client portfolio management of large-scale institutional clients focused on southeast Asia. Zachary is a CFA Charterholder. 

 

 

Liz has been a specialist in Client Care and Support at Karpas Strategies for over 16 years. She brings significant client service experience and strong detail orientation to our team. Prior to joining Karpas Strategies, Liz was the Executive Assistant to the Chairman and CEO of Handy & Harman.