Matthias Kristol
About Matthias Kristol
Matthias Kristol is the Managing Director and Global Head of Wealth & Asset Management in Investment Banking at Jefferies, based in New York. He has extensive experience in financial technology, wealth, and asset management from previous roles at J.P. Morgan, HSBC, and Putnam Lovell NBF Securities.
Company
Matthias Kristol currently works at Jefferies, where he serves as the Managing Director. He holds the position of Global Head of Wealth & Asset Management within the Investment Banking division. His role involves overseeing global investment banking coverage with a focus on Wealth Technology clients and managing client relationships and strategic advisory in the Wealth and Asset Management sectors.
Title
Matthias Kristol holds the title of Managing Director at Jefferies. In addition, he functions as the Global Head of Wealth & Asset Management in the Investment Banking division.
Previous Work at J.P. Morgan
Before joining Jefferies, Matthias Kristol worked at J.P. Morgan. He served as Co-Head of North America Financial Technology, Wealth & Asset Management. During his tenure from 2007 to 2021, he was based in the Greater New York City Area, where he contributed to the firm's growth and strategy in the financial technology and asset management sectors.
Career at HSBC
Matthias Kristol worked at HSBC Bank plc from 2004 to 2007. He held the position of Associate Director. During his three years at HSBC, he gained valuable experience that contributed to his expertise in the financial industry.
Education and Expertise
Matthias Kristol studied at The Wharton School, achieving a BSc in Finance, Insurance & Risk Management between 1998 and 2000. Prior to that, he attended Université de Neuchâtel from 1996 to 1998. His educational background provided a strong foundation for his career in investment and wealth management.