Matt Calabro
About Matt Calabro
Matt Calabro serves as the Executive Director of Compliance Services at Confluence and the Chief Compliance Officer at NXG Investment Management, bringing extensive experience in compliance and operations within the financial sector.
Work at Confluence
Matt Calabro has served as the Executive Director of Compliance Services at Confluence since 2016. His role involves overseeing compliance operations and ensuring adherence to regulatory standards within the organization. Based in New York City and Philadelphia, he has contributed to the development and implementation of compliance programs tailored to the needs of the firm.
Current Role at NXG Investment Management
Since 2021, Matt Calabro has held the position of Chief Compliance Officer at NXG Investment Management in Dallas, Texas. In this capacity, he is responsible for establishing and maintaining compliance policies and procedures that align with industry regulations, thereby safeguarding the firm’s operations and reputation.
Professional Background
Matt Calabro has an extensive background in compliance and financial services. He worked at Raymond James Financial, Inc. for over two decades in various roles, including Chief Compliance Officer for Heritage Mutual Funds and Chief Financial Officer for Eagle Family of Funds. His experience also includes positions at Delaware Investments and HealthEquity, where he further honed his compliance expertise.
Education and Expertise
Matt Calabro earned both his Bachelor's and Master's degrees in Accounting from the University of Florida - Warrington College of Business Administration, completing his studies in 1989. He possesses expertise in developing compliance programs in accordance with the Investment Company Act of 1940 and the Investment Advisers Act of 1940. His knowledge extends to mutual fund intermediary distribution and managing subadvised fund structures.
Speaking Engagements and Publications
Matt Calabro actively engages in the financial services community through speaking at industry events and publishing content. His topics of interest include digital assets, ESG investing, and robo advice. This involvement reflects his commitment to sharing knowledge and insights on current trends and regulatory developments in the compliance landscape.