23 years of investment experience, serves as a Portfolio Manager, Managing Director, and Executive Chairman of the Advisory Research Partner Group. Prior to joining the firm in 2005, Matthew worked in the assurance and business advisory group at PricewaterhouseCoopers LLP. Matthew holds a BS in accounting and business administration from the University of Kansas and an MBA from the Kelley School of Business at Indiana University. Matthew is a Chartered Financial Analyst (CFA®) charterholder and has passed the Uniform CPA Examination.
Independent • Active • Aligned
Advisory Research Investment Management is a Chicago-based asset manager. Our principals invest alongside our clients. We are 100% employee-owned. We offer actively managed, high-conviction equity portfolios through separate accounts and private funds.