Matt Calabro

Matt Calabro is the Executive Director of CSS, a Confluence Company and co-heads the firm’s Compliance Services business. In this role, he leverages his compliance and operations experience in the investment management industry to assist advisers and investment companies in advancing the effectiveness of their compliance programs. He also serves as the outsourced chief compliance officer to an investment adviser and registered mutual fund complex.

Matt's experience gives him a broad view of an organization’s business, enabling him to develop compliance solutions that support an organization’s strategic goals. He has developed and enhanced annual compliance review processes for investment advisers, mutual funds, and broker-dealers. As the co-head of CSS's Compliance Services team, Matt leads a team of professionals focused on annual compliance reviews, risk assessments, compliance policy development and compliance outsourcing.

Matt is an experienced chief compliance officer, having served as CCO for registered mutual funds, investment advisers and a family of UCITS funds. Before joining CSS, Matt was Deputy CCO at Delaware Investments, where he led the daily activities of the firm’s compliance department covering advisory, fund, and distribution activity. Prior to Delaware, Matt spent 20 years in Raymond James’ investment advisory business, where he led mutual fund operations. Matt began his career as an auditor at Price Waterhouse.

Matt earned his B.S. in Accounting and his Master of Accountancy from the University of Florida – Fisher School of Accounting. He is a certified public accountant.

8h. IC - Investment Company Compliance Professionals Talk Group