We believe that teamwork divides the challenge and multiplies the success.
Our team of close-knit, seasoned professionals collaborate to ensure that each client receives the attention and quality service that they deserve. Clients tell us consistently that the personal relationship they have with Matrix team members matters most. We make it our job to understand the unique, and often changing interests and circumstances of each client – helping them navigate through important life events, manage their wealth and secure their legacies.
Christopher J. Burke
Co-Founder / Managing DirectorLearn more
Michael D. Wik
Co-Founder / Managing DirectorLearn more
Joseph S. Drozd
CFA, Director of ResearchLearn more
Kimberly L. Lundgren
Director of Operations / Chief Compliance OfficerLearn more
Kathryn L. Piotrowski
Client Reporting ManagerLearn more
Sari R. Kvasnik
Client Service AssociateLearn more
Christopher J. Burke, Co-Founder / Managing Director
Chris is one of the firm’s founders. He and Mike Wik make up the firm’s Investment Committee, which is responsible for all investment decisions relating to client portfolios. In addition, Chris manages all client service activities of the firm including new client development. Chris is also responsible for all real estate investment activities of the firm.
Chris has over 35 years investment experience in a variety of asset classes serving both high net worth and institutional clientele. Previous to starting Matrix Capital Advisors, Chris spent four years as a Managing Director with a Chicago-based wealth management firm where he directed the investment advisory and alternative investment groups. In that role, Chris oversaw the management of client portfolios, and he directed all real estate investment activities for the firm. Prior to that, as a Senior Vice President, he spent 12 years with Jones Lang LaSalle, the international real estate investment firm, providing real estate investment services to high net worth and institutional clients throughout the United States. Chris’s real estate activities included both private and public market experience across all property types and included the firm’s first international investments in Europe. Chris began his investment career with Aetna Life and Casualty in the Employee Benefits Division in Hartford, CT, and subsequently in Chicago, IL.
Chris is a graduate of Bowdoin College with a Bachelors of Arts degree in Economics.
Michael D. Wik, Co-Founder / Managing Director
Mike is one of the firm's founders. He heads the Investment Committee, which is responsible for all investment decisions relating to client portfolios. In addition, Mike serves as the portfolio manager, overseeing day-to-day trading activity, manager due diligence, and selecting and implementing tactical changes in asset allocation and manager allocations.
Mike has over 20 years experience in investments and financial services. Before starting Matrix Capital Advisors, Mike spent eight and a half years with Huizenga Capital Management ("HCM"), the investment management and family office organization of the Huizenga family, founders of Waste Management Inc. At HCM, Mike directed public securities investments as well as private placement activity. Prior to HCM, Mike worked for a Michigan-based financial planning firm and had financial analyst positions with Greyhound Corporation and Ryder Systems.
Mike is a graduate of Marquette University with a BA degree in Finance, as well as an MBA from the University of Detroit. He has earned the CFA designation.
Joseph S. Drozd, CFA, Director of Research
Joe joined Matrix in May of 2012 and is responsible for all aspects of the investment process including sourcing new investments, monitoring existing managers/investments as well as authoring and presenting due diligence reports to the Investment Committee and clients. Additionally, he is tasked with leading idea generation and strategic research for new investments, asset classes, and tactical investment opportunities. Joe also participates in client portfolio management assisting in the construction, modeling and monitoring process. Joe has a particularly deep background and focus in evaluating alternative investments specifically hedge funds, private credit, and niche direct investments.
Joe came to Matrix from Mercer Investments where he was a Senior Hedge Fund Research Analyst performing qualitative and quantitative analysis of currently invested and prospective investment managers. Previously, he worked as a Financial Analyst at Evolve24, a media research firm; and worked as a Summer Associate at Peak6 Investments, a trading and asset management firm at the Chicago Board of Trade.
Joe holds a Bachelor of Arts degree in Economics from The University of Illinois at Urbana-Champaign where he was an Evans Scholar. He has earned the CFA designation.
Kimberly L. Lundgren, Director of Operations / Chief Compliance Officer
Kim joined Matrix in July 2013 as an Office Manager. In January 2014 she became the firm's Operations Manager and handled daily account reconciliation, monthly client reporting, office administration and assisted with firm compliance. In January 2015, Kim became the Firm's Director of Operations and Chief Compliance Officer. She oversees client account administration, firm operations and firm compliance.
Kim previously worked at C.W. Henderson & Associates, a Chicago-based fixed income investment advisory firm, where she served as the Assistant Vice President of Administration.
Kim holds a Bachelor of Arts degree in Management and Marketing from Barat College in Lake Forest, IL. She has also earned a Master of Business Administration degree from Lake Forest Graduate School of Management in Chicago, Illinois.
Kathryn L. Piotrowski, Client Reporting Manager
Katy Piotrowski joined Matrix in January of 2016 and is responsible for back office operations. She oversees daily account reconciliation, monthly client reporting, tax reporting and assists with trading, portfolio rebalancing and performance evaluation of current and prospective managers and funds for the Investment Committee.
Prior to joining Matrix, Katy held positions with Credit Suisse and William Blair. At Credit Suisse, she was a Senior Project and Reporting Associate and performed investment performance analysis, monthly client reporting, and was responsible for the onboarding of clients onto a consolidated performance reporting platform for the Private Banking and Family Wealth Management investment teams. During her tenure at William Blair, Katy was responsible for executing portfolio accounting and performance reporting for the Private Client Advisors group.
Katy holds a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio.
Sari R. Kvasnik, Client Service Associate
Sari joined Matrix in July of 2016 as our Client Service Associate. She has eight years of wealth management experience, specifically in client service. As the client services associate she manages all aspects of client service at Matrix.
Sari previously worked for Gofen & Glossberg, LLC an investment counsellor firm in Chicago where she was responsible for high net worth client service.
Sari holds a Bachelor of Science degree in Sport and Fitness Management from the University of Kansas.