Matt Calabro

Current

Chief Operating Officer at Eagle Fund Services (Raymond James Financial)
Senior VP at Eagle Asset Management (Raymond James Financial)

Past

Staff Accountant at Price Waterhouse

Education

University of Florida
Uninversity of Florida

Connections

139 connections

Industry

Investment Management

Matt Calabro’s Summary

Seasoned financial services executive with a broad range of experience in mutual fund operations and administration. Have leadership experience in compliance, financial reporting, mutual fund administration and customer operations (transfer agent). Versatile communicator, with experience leading training classes, speaking at industry conferences and presenting at the Board level.

Matt Calabro’s Specialties:

CPA; communication skills; financial reporting; contract negotiation; compliance; mutual fund administration; customer relations and operations; employee development and training; internal controls, workflow and process management

Matt Calabro’s Experience

Chief Operating Officer

Eagle Fund Services (Raymond James Financial)

(Investment Management industry)

November 2008 — Present (1 year 2 months)

Responsible for the business affairs of mutual fund family, including oversight of chief compliance officer, outside service providers and leadership of internal transfer agent, fund accountant and fund administrator. Serve as primary interface to funds’ Board of Trustees; oversee completion of advisor’s annual renewal of advisory and other contracts; serve as certifying executive officer of funds' financial statements and regulatory filings.
Senior VP

Eagle Asset Management (Raymond James Financial)

(Privately Held; Investment Management industry)

April 1991 — Present (18 years 9 months)

SVP of fund operations and administration, responsible for all aspects of fund administration, fund accounting, compliance and transfer agency. Previously, as chief compliance officer of funds and investment adviser, was responsible for ensuring funds’ compliance with securities laws and investment limitations, administration of code of ethics program and funds’ regulatory filings. Further, led internal mutual fund transfer agency as account base grew from 150,000 to 850,000 accounts.