Matthew Schwier

Matthew Schwier is Senior Vice President of Institutional Portfolio Analysis. In this role, he leads a collaborative team of analysts who provide essential support to the firm’s client-facing Advisors. His department includes client portfolio analysts and performance reporting analysts, who deliver clear, data-driven insights and transparent reporting that help clients better understand their portfolios and stay aligned with their long-term goals.

With a strong foundation in client engagement, Matthew previously served as Director of Client Development and Consultant Relations Manager. These experiences sharpened his ability to build meaningful relationships, anticipate client needs, and ensure investment strategies translate into real-world value.

Matthew received a BS in Business Economics from Miami University, with a specialization in advanced econometrics. He previously served as a Board member of ACG Cincinnati’s YACG program, supporting the development of young professionals in the greater Cincinnati area.