TEAM

Matthew L. Montgomery, CFA

Investment Officer and Portfolio Manager

Expertise:

Equity portfolio manager for FCI’s Trust Investment Solutions and member of the Core Equity Investment Committee

Experience:

Came to FCI in 2008 from UBS Financial Services, where he worked as an analyst in their Investment Solutions Department

Began his investment career in 2004 in a training program at Legg Mason

Education:

BA, Denison University
Chartered Financial Analyst

Professional/Civic Affiliations:

Member, CFA Institute and Kansas City CFA Society

Contact Info:

816-329-1586
mmontgomery@fciadvisors.com