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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiduciary Management, Inc. (FMI) | Research Analyst | Jun 2013 to Present | — |
Education
Brown University
Bachelor's Degree, Economics
2009 — 2013
Skills & Expertise
Others at Fiduciary Management Inc. /wi/ (11)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Milwaukee, WI , United States | |
| Head Trader | Milwaukee, WI , United States | |
D Dain Tofson | Partner, Research Analyst, and member of Portfolio Management Committee | Chicago, IL , United States |
| Research Analyst | Milwaukee, WI , United States | |
| Chief Investment Officer | Milwaukee, WI , United States | |
| Research Analyst | Milwaukee, WI , United States | |
| Partner | Milwaukee, WI , United States | |
| CEO, Chief Investment Officer | Milwaukee, WI , United States | |
| Analyst | Milwaukee, WI , United States | |
B Bladen Burns | Partner | Milwaukee, WI , United States |