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Zenz, Matt
Chief Investment Officer
Asset Managers
Luminaries 2026 Impact Statement
Matt Zenz, Chief Investment Officer of Longview Research Partners, has distinguished himself as one of the most innovative investment leaders in the wealth management industry. In early 2025, Zenz orchestrated the launch of the Longview Advantage ETF (ticker: EBI) through a landmark Section 351 exchange, pooling a group of RIAs and family offices across multiple custodians, with no minimum investment thresholds, into a single tax-efficient vehicle with exceptional operational precision. The result was one of the largest public 351 ETF launches ever executed, and a structure that has since been widely studied and replicated across the industry. By making this mechanism accessible to a broader universe of advisory firms and their clients, Zenz addressed one of wealth management's most persistent challenges: helping investors escape concentrated, low-basis equity positions without triggering devastating tax consequences.
