FEG Investment
Advisors
Matthew Schwier

Matthew Schwier

Senior Vice President, Institutional Portfolio Analysis

Matthew Schwier is Senior Vice President of Institutional Portfolio Analysis at FEG, where he leads a team of institutional portfolio analysts who support the firm’s advisors and investment programs. He oversees client portfolio analysis and performance reporting functions, helping deliver the insights, reporting, and analytical support that inform portfolio oversight and investment decision-making. Matthew works closely with advisors, portfolio managers, and research professionals to ensure clients receive timely, accurate, and meaningful information about their portfolios.

 

Prior to his current role, Matthew served as Director of Client Development and Consultant Relations Manager at FEG. These experiences provided him with a deep understanding of client needs, relationship management, and the importance of translating investment strategies into actionable outcomes. His background enables him to bridge the gap between portfolio analysis, client service, and investment implementation.

 

Matthew earned a Bachelor of Science in Business Economics from Miami University, with a specialization in advanced econometrics. He previously served on the Board of ACG Cincinnati’s YACG program, supporting the development of young professionals throughout the greater Cincinnati area. Outside of work, Matthew enjoys spending time with family and staying engaged in his local community.

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