John Matejka

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

John Matejka is an institutional retirement plan advisor based in Houston, TX.

John has served as a fiduciary investment advisor and plan sponsor advocate for over 20 years.

In 2011, John joined CAPTRUST as a vice president, financial advisor specializing in providing objective and unbiased advice to employers that offer a 401(k), defined benefit, nonqualified, and other retirement plans. Organizations partner with him for his expertise, which includes investment management, fiduciary process, plan design, participant engagement, and vendor oversight.

Prior to joining CAPTRUST, John worked at Cobb Retirement Solutions as retirement plan consultant and investment analyst servicing institutional clients. Prior to that, he worked at Fidelity Investments as a retirement counselor covering the tax-exempt market and at AIM/Invesco as internal manager of the retirement and institutional sales division.  John graduated from Texas A&M University and served in the United States Navy.

He is actively involved with his son’s youth sports programs, and volunteers and donates to local nonprofit organizations. Additionally, John currently serves on the Board of Directors for Montgomery County Municipal Utility District No. 84.

Education

  • Bachelor of Business Administration degree in management from Texas A&M University

Memberships

  • Member, SouthWest Benefits Association

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2017, 2018, 2019, 2020, 2021, and 2022 (CAPTRUST Houston)

Resources

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