montgomery_matt

Matthew Montgomery, CFA

Senior Vice President
Portfolio Manager


ph: 913-663-0614

Matt.Montgomery@fciadvisors.com

Expertise

  • Portfolio manager and member of the Value Equity Investment Committee

Experience

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

  • Member, CFA Institute
  • Board member, CFA Society Kansas City
  • Past president, Board of Directors, CFA Society Kansas City

 

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