ZCM is dedicated to providing solutions to our clients needs , no matter the situation. That promise means working together with our investment teams to design a solution that meets our clients needs.
Bond Proceeds Investment Strategies
We offer customizable solutions for the investing various bond proceeds.
Non-Profit Organizations
Providing advisory services to non-profit clients for over 20 years
“Our clients benefit from a collaborative relationship that addresses — and anticipates — an organization’s needs and objectives. ”
(414) 326-3217
moneil@zcm.com
Matthew is a Director with over 20 years of
investment industry experience. He is
responsible for servicing institutional asset
management clients and assists
organizations with the development and
implementation of investment policy
statements, reporting on portfolio
performance, and communicating the firm’s
economic outlook. Matthew joined ZCM in
2001.
kcarlson@zcm.com
Kevin is a Managing Director responsible for servicing institutional asset management clients and marketing the firm’s services. He works closely with clients on investment solutions for both restricted and unrestricted assets, the development and ongoing review of investment policy statements, and clear communication of portfolio strategy and performance. Over the course of his career at ZCM, Kevin has been directly involved with more than $10 billion in bond proceeds and financing-related assets. Prior to joining ZCM, Kevin worked on a healthcare investment banking team, advising non-profit organizations on more than $3 billion in financings. Kevin joined ZCM in 2006.
(312) 380-2950
cvanucci@zcm.com
Call: 312-454-5400
Email: letters@zieglercap.com
