Career
Matthew Stephani has been President/Director of Cavanal Hill Investment Management since May 2020. Matthew Stephani is a control person of the firm and directly owns under 5% of it.
Cavanal Hill Investment Management, Inc. is a Tulsa, OK firm with $15.2B under management, 3 clients and 40 advisers across 2 offices, as of its March 2026 filing.
Cavanal Hill identifies Matthew Stephani as President, appointed in 2020 after joining as an equity portfolio manager in 2006.
- – present · 20 yearsTulsa, OK · Adviser representative · Firm CRD 110774
- Great Companies LLC– · 4 yearsClearwater, FL · Adviser representative · Firm CRD 108850
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Arkansas | Approved | 12 June 2006 |
| California | Approved | 29 November 2012 |
| Colorado | Approved | 2 November 2007 |
| Connecticut | Approved | 26 May 2020 |
| Delaware | Approved | 26 May 2020 |
| District of Columbia | Approved | 1 October 2020 |
| Florida | Approved | 6 August 2020 |
| Georgia | Approved | 1 June 2020 |
| Idaho | Approved | 26 May 2020 |
| Illinois | Approved | 26 May 2020 |
| Kansas | Approved | 2 November 2007 |
| Louisiana | Approved | 26 May 2020 |
| Maryland | Approved | 26 May 2020 |
| Massachusetts | Approved | 22 June 2020 |
| Missouri | Approved | 2 November 2007 |
| New Hampshire | Approved | 26 May 2020 |
| New Jersey | Approved | 3 February 2021 |
| New Mexico | Approved | 5 November 2007 |
| North Carolina | Approved | 26 May 2020 |
| Ohio | Approved | 26 May 2020 |
| Oklahoma | Approved | 14 June 2006 |
| Pennsylvania | Approved | 26 May 2020 |
| Texas | Approved | 12 June 2006 |
| Utah | Approved | 26 May 2020 |
| Vermont | Approved | 27 May 2020 |
| Virginia | Approved | 26 May 2020 |
| Washington | Approved | 26 May 2020 |
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Examinations
No examinations are on Matthew Stephani’s record.
Individual record
- Full name
- Matthew C Stephani
- CRD
- 4727319
- Office
- ONE WILLIAMS CENTER, 15TH FLOOR, Tulsa, OK 74172
- Firm bio
- cavanalhillfunds.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Matthew Stephani work?
Matthew Stephani has been President/Director of Cavanal Hill Investment Management, Inc. since May 2020, and is a control person of the firm.
Is Matthew Stephani a financial advisor?
Yes. Matthew Stephani has a current investment-adviser registration in Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Utah, Vermont, Virginia and Washington, through Cavanal Hill Investment Management since June 2006.
How many years of experience does Matthew Stephani have?
Matthew Stephani has 25 years in the financial industry, since October 2001, across 2 adviser firms.
Where is Matthew Stephani based?
Matthew Stephani’s registered office is in Tulsa, OK.