KC Mathews joined UMB in 2002. As Executive Vice President and Chief Investment Officer, KC is responsible for the development, execution and oversight of UMB’s investment strategy. He is chairman of the Market and Economic Research Committee, Asset Management Investment Committee, Asset Allocation Committee and Asset Management Policy Committee.
KC has more than 30 years of experience in investment analysis and management for individuals, families, business owners and institutions. He frequently provides economic commentary on Bloomberg Radio, Bloomberg TV, CNN Money, CNBC TV and TheStreet.com. KC also tours major U.S. cities as a keynote speaker, providing commentary on the economy, banking
industry and investments.
Prior to joining UMB, KC was a vice president and manager of the portfolio management group at Bank of Oklahoma for nine years. He was also employed by Kidder, Peabody & Co. for five years. KC earned a Master of Business Administration from the University of Notre Dame after completing his bachelor’s degree at the University of Minnesota. He also attended the ABA National Trust School at Northwestern University and completed an advanced education program in investment management at the Harvard Business School.
KC is a member of the CFA Institute. He is past president of the Kansas City CFA Society and a past president of the Oklahoma Society of Financial Analysts. KC sits on the board for Junior Achievement. He is a former board member of Operation Breakthrough, chairing the finance committee for numerous years. He is also a former member of the advisory board for the University of Central
Missouri’s Harmon College of Business Administration. He taught investments at the School of Banking for over a decade, and he has taught finance and investments at several major universities.