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Matthew Sullivan

Research Analyst at Fiduciary Management Inc. /wi/

Milwaukee, WI , United States

About

Matthew T. Sullivan, CFA, serves as a Research Analyst, Partner, and member of the Portfolio Management Committee at Fiduciary Management, Inc. (FMI), an independent Milwaukee-based investment management firm. In his current capacity, he oversees fundamental research and contributes to the firm’s value-oriented equity strategies, supporting domestic and international client portfolios.

Sullivan’s primary responsibilities include identifying and evaluating investment opportunities across various capitalization tiers, with FMI’s product suite spanning small-cap, mid-cap, and all-cap value equities. As part of the Portfolio Management Committee, he participates actively in investment decision-making and portfolio construction, benefiting from over a decade of experience with the firm since joining in 2013.

He earned his Bachelor’s degree in Economics from Brown University and holds the Chartered Financial Analyst (CFA) designation. Sullivan’s expertise is grounded in rigorous company-level analysis and disciplined value investing, contributing to FMI’s strong reputation in equity management for institutions, advisors, and individual investors.

Career History

OrganizationRoleDate RangeDetails
Fiduciary Management, Inc. (FMI)Research AnalystJun 2013 to Present

Education

Brown University

Bachelor's Degree, Economics

2009 2013

Skills & Expertise

Primary Research
Market Research
Data Analysis
Qualitative Research
Analytics
Retail
Leadership

Others at Fiduciary Management Inc. /wi/ (11)

NameRoleLocation
Benjamin Karek
Benjamin Karek
Research AnalystMilwaukee, WI , United States
Collin Hirsch
Collin Hirsch
Head TraderMilwaukee, WI , United States
D
Dain Tofson
Partner, Research Analyst, and member of Portfolio Management CommitteeChicago, IL , United States
Daniel Sievers
Daniel Sievers
Research AnalystMilwaukee, WI , United States
Jonathan Bloom
Jonathan Bloom
Chief Investment OfficerMilwaukee, WI , United States
Jordan Teschendorf
Jordan Teschendorf
Research AnalystMilwaukee, WI , United States
Mike Stanley
Mike Stanley
PartnerMilwaukee, WI , United States
Pat English
Pat English
CEO, Chief Investment OfficerMilwaukee, WI , United States
Rob Helf
Rob Helf
AnalystMilwaukee, WI , United States
B
Bladen Burns
PartnerMilwaukee, WI , United States
Showing 1-10 of 11 team members