We are excited to welcome Charles Kafoglis to our team. Charles is an Associate Advisor based in Houston, TX, dedicated to serving Hill Investment Group’s Hillfolio clients across the country. Charles brings decades of client service experience from his days as a management consultant and educator…an ideal fit for our team. Most recently, he has been working with teens and young adults, with a particular focus on young women, to instill financial literacy skills that are sorely lacking across all levels of our education system. Charles puts his family first, appreciates the value of listening, making a difference, and practical problem-solving. Read about his journey to Hill Investment Group and how his work experience will elevate you and your family’s experience with us here.

We are excited to announce that, out of 1,000 nominees, our Cofounder and President Matt Hall has been awarded the ThinkAdvisor Luminary Award for Thought Leadership. The recognition is no surprise to our team at Hill Investment Group, as Matt has always taken creative and bold steps to push the industry and clients’ best interests forward. The ThinkAdvisor Luminary Awards shine a spotlight on individuals and firms changing the investment advisory industry where it matters most. Matt is known for inspiring others to “take the long view” and his relentless message that the keys to long-term investment success are patience and discipline.

READ MORE ABOUT THE AWARD HERE.

Please join us in welcoming Matt Zenz to the Hill Investment Group team as our new Chief Investment Officer (CIO). Matt, based in New York City, has an MBA from Harvard Business School. He previously managed the US small- and mid-cap strategies for Dimensional Fund Advisors and worked as a product specialist at Stone Ridge Asset Management. We are excited for him to bring his institutional-level investing expertise to our clients. His role includes leading investment strategy, portfolio management, and trading at Hill Investment Group. Matt will chair the Investment Policy Committee, lead and conduct manager due diligence, and relentlessly improve the efficiency of the trading operations at the firm, all to benefit our clients. Zenz will also directly engage with our current and prospective clients through portfolio optimization, analysis, and face-to-face discussions. 

“Hill is committed to an evidence-based, long-term investment approach that I completely agree with,” says Zenz. “Matt Hall has assembled a high quality, driven team across the organization, poised to continuously improve the client experience. That is the type of energetic culture I want to be a part of.”

READ THE STLBJ ANNOUNCEMENT HERE.