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Investment and Trust Professional with extensive and progressive accomplishments in mutual fund management, equity research, marketing, account management, team building and compliance and regulatory oversite. Developed a successful track record of investment performance over two decades managing two equity mutual funds and a team of analysts and traders. Featured in publications such as the New York Times, Morningstar, Investor’s Business Daily and Forbes for investment advice, has been heard on Bloomberg Radio and TheStreet.com for market commentary and has appeared on CNBC’s Closing Bell providing stock recommendations. • Portfolio Management• Mutual Fund Management• Equity Research• Asset Management• Wealth Management• Team Building
Exploring New Opportuinities
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Senior Portfolio Manager - Global Asset ManagementExploring New Opportuinities 2016 - PresentGreater Milwaukee Area
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Senior Portfolio ManagerBmo Global Asset Management 2011 - 2016Milwaukee WiServed as Lead Portfolio Manager and led Value Team for BMO Mid-Cap Value and BMO Small-Cap Value mutual funds with peak AUM of $750M.• Lead Portfolio Manager of BMO Mid-Cap Value Fund (MRVIX), formerly Marshall Mid Cap Value Fund (MRVIX), since 1997.o According to Morningstar, tenure on the fund was the fifth longest in the category.o Over the entire period (1997-2016), fund performance exceeded 80% of peers. • Launched and served as Lead Portfolio Manager of BMO Small-Cap Value Fund (MRSNX), formerly Marshall Small Cap Value Fund (MRSNX); upon completion of initial three year record, Morningstar ranked the fund five stars due to its strong and consistent performance.• Both funds performed in the top quartile US, per Morningstar, since inception.• Managed separately managed accounts, coached and mentored staff, presented to clients and mutual fund board of directors, marketed value products and monitored and maintained regulatory and compliance records.• Key participant on several committees including the Equity Policy Committee and the Research Budget Committee. -
Senior Vice President / Portfolio ManagerM&I Investment Management Corp 2004 - 2011Greater Milwaukee Area• Served as Director of Equity Research for Marshall Funds.• Managed a research budget of $5M and 17 professionals.• Lead Portfolio Manager for the Marshall Mid-Cap Value Fund (MRVIX).Additional experience with M&I:Portfolio Manager - Lead Portfolio Manager, Marshall Mid-Cap Value Fund (MRVIX).Equity Analyst – Performed fundamental stock analysis, buy and sell recommendations within assigned sectors for the Marshall Mid-Cap Value Fund (MRVIX).Equity Analyst – Marshall Growth and Income Fund - Sole analyst charged with fundamental stock analysis, buy and sell recommendations within assigned sector, utilizing growth discipline with emphasis on momentum and technical analysis.Equity Analyst - Pool analyst; performed stock analysis, buy and sell recommendations within consumer, health care and industrial sectors.Private Company Analyst - Evaluated privately held securities for the purpose of establishing “fair market value.” Participated in over 100 evaluations of privately held companies ranging in value from $1M to $1B.Trust Officer - Administered probate estates with an emphasis on estates with unique assets including privately held business interests.
Matthew Fahey Skills
Matthew Fahey Education Details
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Investments And Securities -
Finance, General
Frequently Asked Questions about Matthew Fahey
What company does Matthew Fahey work for?
Matthew Fahey works for Exploring New Opportuinities
What is Matthew Fahey's role at the current company?
Matthew Fahey's current role is Senior Portfolio Manager - Global Asset Management.
What is Matthew Fahey's email address?
Matthew Fahey's email address is mf****@****.rr.com
What is Matthew Fahey's direct phone number?
Matthew Fahey's direct phone number is +141428*****
What schools did Matthew Fahey attend?
Matthew Fahey attended Marquette University, University Of Wisconsin-Milwaukee.
What skills is Matthew Fahey known for?
Matthew Fahey has skills like Portfolio Management, Asset Allocation, Investments, Equities, Mutual Funds, Wealth Management, Investment Strategies, Investment Management, Asset Management, Financial Analysis, Valuation, Equity Research.
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Matthew Fahey
San Francisco, Ca3goldmansachs.com, troweprice.com, walleyetrading.com -
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Matthew Fahey
Vice President - Commercial Banking Relationship Manager At M&T BankBuffalo-Niagara Falls Area2gmail.com, mtb.com2 +171684XXXXX
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Matthew Fahey
Msp Program Management | Talent Management Solutions | Operations ManagementColumbus, Oh
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