Our Team

Matthew Stephani serves as the President of Cavanal Hill Investment Management, headquartered in Tulsa, Oklahoma. Appointed to this position in 2020, Matt is responsible for the fixed income, cash, and equity management teams of Cavanal Hill.  In addition, he is responsible for all other aspects of the firm including trading, risk management, marketing, client servicing and compliance. 

Prior to being named President of Cavanal Hill, Matt joined the Cavanal Hill family as an equity portfolio manager in 2006. He was promoted to lead the fundamental equity research team for Cavanal Hill in 2012. In that position, he developed several new equity strategies, won multiple performance awards, and established a strong track record of performance. 

Matt concurrently earned both a Bachelor of Science Degree and a Master of Accountancy Degree from Brigham Young University. Matt holds the Chartered Financial Analyst designation.

Michael Maurer manages the investment team which creates and executes the taxable fixed income strategies for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Core Investment Grade, Short-Intermediate Investment Grade, Short-Intermediate Insurance, Short-Intermediate Government, and Short Government strategies. In addition, he is a portfolio manager for the Cavanal Hill Bond Fund, Cavanal Hill Moderate Duration Fund, Cavanal Hill Limited Duration Fund and the Cavanal Hill World Energy Fund.

Mike earned Bachelor of Science Degrees in Finance and Management and a Master of Business Administration, all from Saint Louis University. Mike holds the Chartered Financial Analyst designation.

Russell Knox is responsible for the portfolio management of the Cavanal Hill Short-Term Investment Grade, Strategic Fixed Income, and Strategic Enhanced Fixed Income strategies. In addition, he is a portfolio manager for the Cavanal Hill Limited Duration Fund, Cavanal Hill Moderate Duration Fund, and the Cavanal Hill Bond Fund.

Russell earned a Bachelor of Science Degree in Finance and a Master of Science Degree in Quantitative Financial Economics both from Oklahoma State University. Russell holds the Chartered Financial Analyst designation.

Jerrod Peterson supports the execution of the taxable fixed income strategies as a research analyst for Cavanal Hill Investment Management.

Jerrod earned a Bachelor of Business Administration in Accounting as well as a Bachelor of Business aAdministration in Finance both from the Univesrity of Oklahoma.

Chase McLean supports the execution of the taxable fixed income strategies as a research analyst for Cavanal Hill Investment Management.

He earned a Bachelor of Science in Economics from the Colorado School of Mines.

Michael Kitchen oversees the taxable money market strategies for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Government Securities Money Market Fund as well as the Cavanal Hill U.S. Treasury Fund.

Mike earned a Bachelor of Science Degree in Finance from Northeastern State University. He holds Chartered Financial Analyst and Certified Treasury Professional designations.

Ryan Friedl joined Cavanal Hill in 2013 and serves as a Trader, supporting the taxable cash management strategies, equity and fix-income trading.  Mr. Friedl earned his Bachelor of Science in Finance from Oklahoma State University in 2011.

Richard Williams manages the investment team which creates and executes the tax-free fixed income strategies for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Short Tax-Free, Intermediate Tax-Free, Oklahoma Municipal, Enhanced Tax-Free, Ultra Short Tax-Free, and our Laddered strategies. In addition, he is the portfolio manager for the Ultra Short Tax-Free Income Fund.

Rich received a Bachelor of Science Degree in Business Administration from the University of Texas.

Leslie Martin supports the Cavanal Hill tax-free funds and strategies as a credit analyst and portfolio manager.

Prior to joining Cavanal Hill in 2011, Leslie worked as a ratings analyst for Moody’s Investors Service.  She served as lead analyst for municipal bond transactions within the southwest region of the U.S.  She received Bachelor of Science degrees in Business and Economics from the University of Kansas and earned a Master of Public Affairs Degree from the LBJ School of Public Affairs at the University of Texas.

Keaton Hoppe supports the Cavanal Hill tax free funds and strategies as a credit analyst and portfolio manager.  

Prior to joining Cavanal Hill in 2013, Keaton worked as a ratings analyst for Moody’s Investors Service. He served as lead analyst for municipal bond transactions within the southwest region of the U.S.  He received Bachelor of Arts degrees in Economics and Business Administration from Austin College. Keaton holds the chartered financial analyst designation.

Brandon Barnes manages the investment team that conducts fundamental equity research for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Dividend Equity, Large Cap Core, Concentrated Equity Income, and New Growth Leaders strategies. In addition, he is a portfolio manager for the Cavanal Hill Hedged Income Fund.

Brandon earned a Bachelor of Business Administration Degree and a Master of Science Degree in Business Administration from Texas Tech University. Brandon holds the Chartered Financial Analyst designation.

Michael Schloss is a portfolio manager for the Cavanal Hill Investment Management Large Cap Core, Dividend Equity, and Concentrated Equity Income strategies. In addition, he is responsible for conducting research on the consumer sector for Cavanal Hill Investment Management's fundamental equity strategies.

Mike earned a Bachelor of Science Degree in Business Adminstration from Villanova University and a Master of Business Administration Degree from the University of Tulsa.

Vincent Nguyen is a portfolio manager for the Cavanal Hill Investment Management Large Cap Core and New Growth Leaders strategies. In addition, he is responsible for conducting research on the Technology Hardware and MedTech industries for Cavanal Hill Investment Management’s fundamental equity strategies.

Vincent earned both a Bachelor of Science Degree in Business Administration and a Master of Science Degree in Finance from the University of Denver. Vincent holds the Chartered Financial Analyst designation.

Kendall Toyne conducts bottom-up research of public companies for Cavanal Hill’s fundamental equity strategies.  His primary research focus includes the technology, utilities, and telecom sectors. 

Kendall earned a Bachelor of Science in Business Finance from the University of Kansas. Kendall holds the Chartered Financial Analyst designation.

Benjamin Wolthuizen conducts bottom-up research of public companies for Cavanal Hill's fundamental equity team. His primary research focus includes the financials and consumer sectors.

Ben earned a Bachelor of Science Degree in Finance from Iowa State University.

Thomas Wesley Verdel manages the investment team that conducts the quantitative equity research for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Mid Cap Core, Large Cap Core Quantitative, Large Cap Value, Large Cap Growth, Durable Equity, Focused Large Cap Value, Focused Lare Cap Growth, and Small Cap strategies. 

Wes received a Bachelor of Science Degree in Electrical Engineering and a Bachelor of Science Degree in Mathemeatics, both conferred Magna Cum Laude, from Oklahoma State University. He earned a Master of Science Degree in Electrical Engineering from Yale University and a Master of Science Degree in Finance from the University of Tulsa. Wes holds the Chartered Financial Analyst designation.

Robert Gaston is responsible for software development and infrastructure management for the quantitative equity team.

Rob earned a Bachelor of Science Degree in Business Administration and Accounting from Langston University.

Christopher Story conducts quantitative research for Cavanal Hill's quantitative equity team.

Chris earned his Bachelor of Science Degree in Finance from the University of Wisconsin Eau-Claire and a Master of Science Degree in Quantitative Financial Economics from Oklahoma State Universtiy. He holds the Chartered Financial Analyst designation.