George Mateyo

Wildcard
DISC Type : csi

Chief Investment Officer at KeyBank

Cleveland, Ohio, United States

Overview

George Mateyo is the Chief Investment Officer at KeyBank, where he leads a team managing over $45 billion in client assets. His role involves chairing the Investment Policy Committee and shaping strategy for affluent clients and institutions. He earned his MBA from Case Western Reserve University and a BA from Wittenberg University.

Outside of his professional role, George is an active member of the Cleveland community. He has served on the board of the Bratenahl Community Foundation. He is an avid reader of world history and enjoys national parks, live music, bicycling, swimming, and traveling.

Interesting fact: George was the first full-time dedicated investment professional hired by the Cleveland Clinic, where he designed and implemented its comprehensive investment strategy.

Personality Overview

Friendly But Slow

Requires Proof

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Investment Strategy
As CIO, he chairs KeyBank's Investment and Asset Allocation Committees and frequently provides public commentary on portfolio construction and market trends.
Market Outlook
Regularly speaks in interviews and on podcasts about his economic perspective, including views on inflation, growth, and Federal Reserve policy.
Institutional Investing
Possesses deep expertise in managing complex investment pools for foundations, endowments, healthcare institutions, and corporate pension plans from his career at KeyBank, Cleveland Clinic, and Clearstead.

Media Appearances

George has no verified media appearances

Work History

12-2016
Chief Investment Officer at KeyBank
1-2010 - 12-2016
Managing Director, Investment Office at Cleveland Clinic
1-2005 - 12-2009
Managing Director & Shareholder at Clearstead
9-2002 - 12-2004
Senior Equity Research Analyst at Segall Bryant & Hamill
3-1995 - 9-2002
Portfolio Manager & Director of Equity Research at Carnegie Investment Counsel

Education

1997 - 1999
MBA from Weatherhead School of Management at Case Western Reserve University
1988 - 1992
BA from Wittenberg University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Cleveland, Ohio, United States Job Level : Leadership Designation : Chief Investment Officer at KeyBank
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Insights For Selling To George

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Share testimonials from known people and give multiple examples of product value
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with George is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from George

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will George move?

  • They like to perform full analysis and can take time to make any decision.
  • Can George take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And George

Personality Compatibility


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