23 years of investment experience, serves as a Portfolio Manager, Managing Director, and Executive Chairman of the Advisory Research Partner Group. Prior to joining the firm in 2005, Matthew worked in the assurance and business advisory group at PricewaterhouseCoopers LLP. Matthew holds a BS in accounting and business administration from the University of Kansas and an MBA from the Kelley School of Business at Indiana University. Matthew is a Chartered Financial Analyst (CFA®) charterholder and has passed the Uniform CPA Examination.
Announcing the New Advisory Research Investment Management Web Site
by Advisory Research on November 28, 2023
We're excited to announce the launch of our brand new Advisory Research Investment Management web site! The new site features great content housed within an enhanced user-friendly layout. Special thanks to the team at Goodwood Consulting for all of their help with turning our concept …
Advisory Research Featured in Trends Watch: Concentrated Small Cap Equities
by Advisory Research on October 26, 2023
Matthew Swaim, Executive Chairman and Portfolio Manager at Advisory Research® Investment Management talks with Elana Margulies-Snyderman at EisnerAmper.
