Matt Stephani

Matt Stephani

Matt Stephani

President, Cavanal Hill Investment Management

Cavanal Hill Investment Management

Expertise

  • Asset Management
  • Investment Strategy
  • Portfolio Management

Matt Stephani, CFA, is a successful, highly motivated financial markets professional with 20 years of experience managing public equities across all sectors. He has developed industry-specific expertise in the healthcare, energy and industrial sectors. He previously led the award-winning Fundamental Equity Research team, where he developed new strategies and established a strong track record of performance. In his current role, Stephani is responsible for the fixed income, cash, and equity management teams of Cavanal Hill as well as all other aspects of the firm including trading, risk management, marketing, client servicing and compliance.

Stephani earned both his bachelor's and master's degrees in accounting from Brigham Young University. He holds the Chartered Financial Analyst designation. Stephani joined the Cavanal Hill family as an equity portfolio manager in 2006. He enjoys seeking out investment opportunities that may be misunderstood, neglected, undervalued or capable of sustainable above-average growth.

Outside of the office, Stephani loves traveling and sports. He has four children who love playing basketball, volleyball, skiing and other outdoor activities.

BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors.

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.

The content in this article is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. Neither BOK Financial Corporation nor its affiliates offer legal advice.

BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2025 BOKF, NA.