![Matt Montgomery](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
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.
Actieve functies van Matt Montgomery
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Eerdere bekende functies van Matt Montgomery
| Bedrijven | Functie | Einde |
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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. | Lid van de Investeringscommissie | 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 | - |
Opleiding van Matt Montgomery
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
66
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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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 |
