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Author: Matt Hall
Welcoming Matt Zenz as a New Partner
We are thrilled to announce that our CIO, Matt Zenz, is officially joining our leadership team and becoming a partner. Matt’s extensive experience in our evidence-based approach to investing makes him an invaluable addition to our leadership team.
Matt has an impressive background in systematically managing assets across multiple strategies. His career includes significant roles such as Chief Investment Officer at Hill Investment Group (past 3 years), Product Specialist at Stone Ridge Asset Management, and Portfolio Manager at Dimensional Fund Advisors, where he managed over $80 billion in U.S. small and mid-cap equity assets.
Matt holds an MBA from Harvard Business School, a Master’s in Electrical Engineering from the Ohio State University, and graduated Magna Cum Laude from the University of Notre Dame with a Bachelor’s degree in both Electrical and Mechanical Engineering. His academic accomplishments are bolstered by his practical experience in and deep knowledge of multi-factor investing and asset pricing.
Throughout his career, Matt has been dedicated to engaging with clients, ranging from sophisticated institutional investors to families and individuals. His ability to clearly communicate and implement our research-based approach has been instrumental in building strong client relationships with clients and HIG teammates.
When asked about why Matt loves his work and what it means to him he said “I care about and seek truth in all things – I just happen to love doing that most within investing. Helping clients find that truth about their financial situation brings me great satisfaction.”
Matt will continue to leverage his extensive expertise and leadership skills as a partner to drive our firm’s mission of delivering exceptional evidence-based investment solutions. His addition as partner marks not just a new chapter but a potential turning point for Hill Investment Group as we strive to enhance the quality of our services and help achieve your long-term goals.
Please join us in celebrating Matt Zenz as our third partner!
(Matt Hall and Nell Schiffer are the other firm leaders and owners)
Stay tuned for more updates and insights from Matt and the rest of our team as we strive to excel in serving our clients and the broader financial community!
Welcoming our Summer Intern
As the summer season approaches, we are thrilled to welcome a new Hill Investment Group family member. Our new intern, Kellen Williams, is excited to spend the summer with us, and we are equally happy to have him on board.
Kellen joins us from Lindenwood University, where he is currently pursuing a degree in Finance, and he is expressing interest in the Chartered Financial Analyst (CFA) program. His passion for finance and investments started when he was only 14 years old after purchasing his first share of stock! Combining his eagerness to learn and contribute with his keen interest in Hill Investment Group makes him a perfect fit for our team.
“I had a very warm welcome from the team during my first week,” Kellen shared. “I’m looking forward to immersing myself in different parts of the business, learning new skills, and assisting in any way I can. I’m especially excited to see how client portfolios are managed and optimized.”
Throughout the summer, Kellen will work closely with our team, gaining hands-on experience in various aspects of our firm. From operational projects to assisting in the backstage service area, he can apply his academic knowledge in real-world scenarios.
At Hill Investment Group, we believe in nurturing young talent and providing a supportive environment for growth and development. Our team is committed to mentoring Kellen and ensuring he gains valuable insights and skills to benefit him in his future career while also serving our most crucial asset…our clients.
Please join us in welcoming Kellen to the Hill Investment Group team. We look forward to a productive summer with him.
Stay tuned for updates on Kellen’s journey with us, and, as always, thank you for your continued trust and partnership.
Hill Investment Group Relocates Headquarters to The Plaza in Clayton
We’re thrilled to announce a significant milestone in Hill Investment Group’s journey. As part of our ongoing commitment to providing an exceptional environment for our team and clients, we are moving our headquarters to The Plaza in Clayton, a move that promises to bring new opportunities and a fresh perspective to our operations. This marks an exciting new chapter in our company’s history.
The decision to relocate our main office from 7701 Forsyth (where we have been for 18 years) to The Plaza was fueled by our vision for pursuing excellence and innovation. The Plaza, nestled in the heart of Clayton, not only offers a prime location but also embodies the values of sophistication, professionalism, and forward-thinking that resonate deeply with our own ethos.
This move represents more than just an address change. It symbolizes our unwavering dedication to our clients, as we strive to create an environment that fosters collaboration, creativity, and most importantly, client satisfaction. The Plaza provides state-of-the-art facilities and amenities, ensuring we can continue delivering our valued clients the highest level of service.
With its mix of traditional exterior and modern interior design and prime location, The Plaza offers a vibrant atmosphere that aligns perfectly with our dynamic team and the progressive nature of our industry. This move will enhance our ability to serve our clients effectively while providing an inspiring space for our team to thrive.
At Hill Investment Group, every detail matters. From the investments we recommend to the spaces we inhabit, excellence is not just a goal; it’s our standard. Our new location at The Plaza is a testament to this commitment, reflecting our dedication to providing the best for our clients and setting the stage for continued growth and success.
We are incredibly excited about this new chapter in our journey. We are eager to share this exciting new space with you and look forward to the opportunities it will bring. Stay tuned for updates as we settle into our new home and continue to elevate the standard of financial services in Clayton and beyond.
*The move-out date is 5/22; we will move in one month later. Rest assured, we will be available as usual during the interim, working mainly from the fifth floor of the Plaza building. With clients in 34 states, many of you see us on Zoom, but for those in and around St. Louis, we look forward to showing you the new space this Summer.