Matt Willes, Founding Partner
Matt has over 17 years of investment experience. He managed the $1 Billion corporate bond portfolio at Beneficial Life Insurance, was the CFO for a constituent company of Blum Capital, and was a Senior Vice President of Zions Bank. Matt earned his undergraduate degree at BYU, received a MBA from the Anderson School at UCLA, and earned the Chartered Financial Analyst designation in 2006. Matt is currently on the National Advisory Committee for BYU’s Marriott School of Business, a member of the State and Institutional Trust Fund Board of Trustees Nominating Committee and is a board visitor at TechMileage, Interiorworx, and Business Promotion. Previously he served on various corporate and non-profit boards.
Katie Willes, Founder
Katie Willes is a Founder of Willes Capital and the creative force behind Katie Willes Art. She is also an investor in several venture capital, private equity, and real estate funds.