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# **Matthew Epstein**

**Chief Financial Officer | Real Estate Investment | Property Management | AI-Driven Financial Strategy**

LinkedIn: [https://www.linkedin.com/in/pioneerplaza](https://www.linkedin.com/in/pioneerplaza) | Pioneer Plaza Website: [https://pioneer-plaza.com/](https://pioneer-plaza.com/) | (203) xxx-xxxx | Weston, CT

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## **Professional Summary**

Accomplished CFO with 20+ years leading financial strategy, investment optimization, and operational transformation across commercial real estate and property management. Expert in investor relations, capital raising, lease structuring, and deploying AI-driven analytics for market forecasting and asset valuation. Proven success driving financial performance, enhancing asset value, optimizing property operations, and leading cross-functional teams to deliver strategic growth. Demonstrated success partnering with global firms (e.g., Google, Schlumberger, Halliburton) and applying AI-driven insights derived from geospatial and satellite analytics. A strategic operator with a sharp analytical edge and an entrepreneurial lens.

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## **Professional Experience**

### **Managing Member**

**Pioneer Plaza LLC** | Weston, CT | January 2018 – Present

Own and operate a commercial shopping plaza; lead real estate investment strategy, tenant relations, leasing structures, and operational oversight.

* **Revenue Growth**: Increased occupancy from 67% to 95%, driving significant NOI growth.

* **Lease Optimization**: Extended average lease terms by 80%; instituted CPI-linked escalators for 50% of leases.

* **Asset Enhancement**: Upgraded property infrastructure and management systems, reducing overhead and improving tenant retention.

* **Strategic Leasing**: Attracted essential service tenants, increasing foot traffic and asset valuation.

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### **Managing Director – Head of Geospatial Analysis**

**Cowen Inc.** | New York, NY | Jan 2018 – Dec 2019

Founded Cowen’s geospatial analytics division to integrate advanced machine learning with satellite-based intelligence for institutional clients.

* **Business Development**: Transformed radar satellite analytics concept into a commercial geospatial intelligence platform.

* **Innovation Leadership**: Delivered predictive geospatial insights for commodity markets and corporate clients.

* **Client Engagement**: Advised hedge funds and corporates on satellite-derived data products to inform investment theses.

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### **Chief Investment Officer & Energy Strategist**

**Aremet Group LLC** | Greenwich, CT | 2005 – 2017

Led boutique advisory and investment firm focused on energy-technology, commodity markets, and private capital deployment.

* **Capital Deployment**: Raised and managed over $500M across thematic energy investments and structured vehicles.

* **Strategic Advisory**: Advised Google’s Terra Bella on oil & gas market entry; supported SLB and Halliburton in energy-tech pivots.

* **Deal Structuring**: Originated acquisition targets and capital strategies for oilfield services and upstream clients.

* **Risk Mitigation**: Created project-level hedging programs and navigated cyber-risk in energy asset due diligence.

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### **Energy Sector Head | Long-Short Equities**

**Citadel Investment Group** | Greenwich, CT | 2001 – 2004

Directed a highly-leveraged, market-neutral energy portfolio within Citadel’s multi-strategy hedge fund platform.

* **Alpha Generation**: Delivered consistent, non-directional returns through stock-specific positioning.

* **Event Analysis**: Capitalized on post-Enron structural dislocations; advised on physical commodities desk creation.

* **Team Leadership**: Managed analyst team and collaborated with arbitrage and credit divisions.

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### **Senior Energy Analyst (Buy Side)**

**Morgan Stanley Asset Management** | New York, NY | 1999 – 2001

* Led oil and gas research for the $18B American Opportunities Fund.

* Integrated macro analysis with fundamental modeling to shape energy positioning and derivative overlays.

* Mentored junior analysts and coordinated multi-sector investment frameworks.

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### **Equity Research Analyst**

**Lehman Brothers** | New York, NY | 1998 – 1999

* Published equity research on oilfield services and tech; ranked team member by Institutional Investor.

* Conducted extensive due diligence with C-level executives and institutional clients.

* Supported investment banking with sector insights and client sentiment.

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### **Equity Research Associate**

**Salomon Brothers** | New York, NY | 1995 – 1998

* Co-authored sell-side coverage of drilling, seismic, and OFS companies.

* Maintained dynamic valuation models and proprietary databases.

* Trained junior staff and contributed to top-ranked research output.

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## **Education & Certifications**

**MBA, Finance**, *Summa Cum Laude*  
 Boston University – Questrom School of Business, 1992

**BA, Economics**, *Summa Cum Laude*  
 Boston University – College of Liberal Arts. 1990

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## **Skills**

Financial: CFO Operations | Capital Raising | Investor Relations | Financial Reporting | Risk Management | Budgeting & Forecasting | Executive Collaboration

Real Estate: Property Management | Lease Structuring | Portfolio Strategy | Dispositions & Acquisitions | Valuation

Data: AI-driven Analytics | Geospatial Intelligence | Predictive Modeling  
Financial Modeling | Data Analysis | Advanced Excel

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## **Software & Technical Proficiency**

QuickBooks | AppFolio | Yardi | CoStar | Placer.ai | Crexi | LoopNet | Advanced Excel | Financial Modeling | Data Analytics Platforms

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## **Keywords**

Chief Financial Officer (CFO), AI-Literate Financial Leader, Advanced Financial Modeling, Strategic Investment, Commercial Real Estate, Real Estate Investment, Asset Optimization Expert, Portfolio Management, Capital Raising & Investor Communication, Operational Efficiency & Process Improvement, Machine Learning & Artificial Intelligence (AI), Investor Relations, Board Member, Strategic Planning & Asset Management, Cybersecurity & Risk Mitigation, C-Suite Operational Authority, Data-Driven Decision-Maker, Consulting & Strategic Advisory, Equity and Debt Analysis, Equity and Commodity Research Analyst, Legal Documentation & Compliance, Technology & Analytics, Tax Planning, Regulatory & Risk Management
Chief Financial Officer (CFO), AI-Literate Financial Leader, Advanced Financial Modeling, Strategic Investment, Commercial Real Estate, Real Estate Investment, Energy Sector & Finance, Asset Optimization Expert, Portfolio Management, Capital Raising & Investor Communication, Operational Efficiency & Process Improvement, Machine Learning & Artificial Intelligence (AI), Investor Relations, Board Member, Strategic Planning & Asset Management, Cybersecurity & Risk Mitigation, C-Suite Operational Authority, Data-Driven Decision-Maker, Consulting & Strategic Advisory, Equity and Debt Analysis, Equity and Commodity Research Analyst, Legal Documentation & Compliance, Technology & Analytics, Senior Energy Analyst, Tax Planning, Regulatory & Risk Management Advisor, Managing Director – Head of Geospatial Analysis

 Part 2 - JSON

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 Part 3 - Supplemental Relational Data, JSON

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