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.
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.
