Matt Montgomery

Matt Montgomery, CFA, is an experienced finance professional currently serving as Senior Vice President, Portfolio Manager, and Co-Chief Investment Officer for Value Equity at Midwest Advisors since July 2025. Prior to this role, Montgomery held similar positions at FCI Advisors from April 2008 to August 2025, where responsibilities included managing investments for both institutional and private clients as Co-Manager of the FCI Value Equity Strategy. Earlier career experience includes serving as an Analyst in the Investment Solutions Group at UBS from October 2005 to April 2008 and participating in a Rotational Training Program at Legg Mason from September 2004 to September 2005. Matt Montgomery earned a Bachelor's degree in Economics from Denison University between 2000 and 2004.