Team

Matt Levene

Vice President

Matt Levene, Vice President, is responsible for the distribution of the Tandem Collective Funds® and Tandem ETF Portfolios® and national accounts. Matt’s objective is to provide an array of tailored resources to advisors so they can provide the best investment solutions for their clients. With a comprehensive understanding of market options and investment solutions, Matt assists advisors in providing the most appropriate risk-based opportunities to their clients. Matt was previously at Kensington Asset Management (KAM) as Vice President of Capital Markets, where he raised over $80 million for KAM Mutual Funds working with RIAs, broker-dealers, and TAMP business partners. Prior to that, he was an Acquisition Analyst with Open House Texas Reality & Investments where he was directly responsible for deploying over $100 million in the Dallas-Fort Worth residential housing market. Matt holds a BS in Mechanical Engineering from The University of Oklahoma and is a graduate of Gilmore Academy.