Since our inception over 20 years ago, we have been advising non-profit organizations and take pride in our longstanding industry commitment. Sectors within this industry include:
Healthcare
Senior Living
Education/Schools
Religious
Our clients benefit from a collaborative relationship that addresses—and anticipates—the organization’s needs and objectives. We follow a rigorous and disciplined investment management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.
(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
“We recognize that no two organizations are alike and take the time to listen – and to understand – a client’s particular circumstances, goals and aspirations. ”
