Our People

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.

Matthew Montgomery, CFA Senior Vice President, Portfolio Manager

Expertise

Portfolio manager and member of the Value Equity Investment Committee


Experience

Joined FCI in 2008 from UBS Financial Services, where he worked as an analyst with Investment Solutions, an internal investment consulting group

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


Education

BA, Denison University

Chartered Financial Analyst® charterholder


Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member

CFA Society Kansas City, Board of Directors, Past President



Our People