U.S. Value Equity


Matthew K. Swaim, CFA, CPA

Managing Director, Chair of the Executive Committee,
Portfolio Manager

Matthew K. Swaim

Matthew Swaim, has 18 years of investment experience and serves as a Managing Director, Portfolio Manager and Chair of the Executive Committee.

Prior to joining the firm in 2005, he worked in the assurance and business advisory group at PricewaterhouseCoopers LLP from 1998 to 2003. While pursuing his master’s degree in business, he worked as an equity analyst with a mutual fund company.

Matthew holds a B.S. in accounting and business administration from the University of Kansas and an M.B.A. from Indiana University's Kelley School of Business. Matthew is a Chartered Financial Analyst (CFA) charterholder and has passed the Uniform CPA Examination.