Matthew Herzog

Principal, Client Services & Operations

Matt is a Principal and Client Team Manager for Cobalt LP.  He is responsible for team management, client support and supervision of day-to-day portfolio operations for Cobalt Reporting Clients.  Matt also serves as a member of our PMC steering committee, which oversees data entry and document management functions for client portfolios.

Matt began his career at Hamilton Lane in 2005 and most recently worked on the development of many of Hamilton Lane’s proprietary database and reporting process technologies, including Hamilton Lane’s online client reporting portals. Throughout the years, he has been heavily involved in the management and development of Hamilton Lane’s use of iLEVEL, as well as the management of internal client service processes and procedures. Matt has served as a main contact and continues to work with many of Hamilton Lane and Cobalt LP’s clients helping them to achieve their portfolio reporting needs.

Matt received an M.B.A. in International Business and a B.S. in Finance from Saint Joseph’s University, Haub School of Business.


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