Matthew Fahey Email & Phone Number

Greater Milwaukee Area

Milwaukee Wi

Served 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.

Greater 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.

Master Of Business Administration - Mba, Investments And Securities

Bachelor’S Degree, Finance, General