A Journey to Wall Street

A Journey to Wall Street

Alex Matturri ’80, a leading authority on indexing and quantitative investments, shared the ups, downs and advancements of the financial services industry as keynote speaker at the Lehigh Wall Street Council Spring Reception in Manhattan. At the May event, Lehigh Board of Trustees member Jeff Bosland ’88 ’22P also received the fourth annual James A. Greenleaf Award.

Matturri, the CEO of S&P Dow Jones Indices, spoke to more than 100 guests about the evolvement of indices to current trends and the turning points in the finance world, such as stock market crashes and trading scandals, that contributed to his nearly 40-year career.

Students networking.

Students network on Wall Street.

“The fact that I am standing here shows that if you have a passion for what you do and also have some good luck, you can survive on Wall Street,” he said.

Matturri was introduced by Georgette Chapman Phillips, the Kevin L. and Lisa A. Clayton Dean of the College of Business.

Before joining S&P in 2007, Matturri was senior vice president and director of Global Equity Index Management at Northern Trust Global Investments (NTGI). He joined NTGI in 2003 with the company’s acquisition of Deutsche Asset Management’s Index and Quantitative Investment business. At Deutsche, he served as director and senior index investment strategist.

Educated in finance at Lehigh and law at Syracuse University College of Law, Matturri is an attorney in New York and New Jersey and a chartered financial analyst. His early career included analyzing merger arbitrage trading opportunities, trading equities and derivatives, and managing index funds.

“The business of being an index provider has evolved from a small cottage industry to a major component of the global capital market,” Matturri said.

After the keynote presentation, Bosland, senior managing director at Cerberus Capital’s Operations and Advisory Company, received the James A. Greenleaf Award, to resounding applause. Since 2016, the council has presented the award, named after the late professor, to a successful alum in the financial services industry who has made it a priority to uplift Lehigh.

“People like Jeff, who accomplish so much but never forget where they came from … these were the kind of people that were at the top of the list for Jim Greenleaf,” said Michael Connor ’80 ’14P, the council’s vice president, and executive director, Global Financial Markets, DriveWealth LLC. “Jeff’s been serious about giving his time, talent and treasure to our alma mater.”

Connor noted that Bosland’s success has been largely driven by his ability to take on challenges and leadership positions in some of the most important financial institutions in the world.