Matt Montgomery

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Finance

Consumer Services

Profile

Mr. Matthew L.
Montgomery, CFA, is a Senior Vice President & Co-Chief Investment Officer of Value Equity at The Midwest Trust Co. Mr. Montgomery Began his investment career in 2004 in a training program at Legg Mason.
Mr. Montgomery holds a BA from Denison University and is a Chartered Financial Analyst charterholder.

Matt Montgomery active positions

Companies	Position	Start

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Former positions of Matt Montgomery

Companies	Position	End
Financial Counselors, Inc. Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection.	Investment Committee Member	01/01/2025
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-

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Linked companies

Private companies	3
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
Financial Counselors, Inc. Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection.	Finance
Denison University Denison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services