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People

U.S. Value Equity

 

Matthew K. Swaim, CFA, CPA

Managing Director
Portfolio Manager

Matthew K. Swaim

Matt Swaim, with 17 years of investment experience, serves as Managing Director of Advisory Research.

Prior to joining the firm, he worked in the assurance and business advisory group at PricewaterhouseCoopers LLP. While pursuing his master’s degree in business, he worked as an equity analyst with a mutual fund company.

Matt holds a B.S. in accounting and business administration from the University of Kansas and an M.B.A. from the Kelley School of Business – Indiana University.

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