About
Matthew Soule is a Client Portfolio Manager at Thompson, Siegel & Walmsley (TSW) in Richmond, VA, where he specializes in managing client portfolios for institutional and high-net-worth investors. At TSW, he provides value-oriented investment advisory services focused on both domestic and international equities as well as fixed income strategies, and is a registered Investment Adviser Representative. His core responsibilities include portfolio construction, client service, and investment strategy communication tailored to each client’s needs, particularly in equity and fixed income asset classes.
Prior to joining TSW in 2016, Matthew served as Head of U.S. Equities and Fixed Income – Manager Research at Nationwide Funds, where he led research and oversight on U.S. equity and fixed income products. Earlier in his career, he worked as an Asset Management Consultant at PricewaterhouseCoopers, providing consulting services to asset managers and institutional clients. He has experience analyzing and advising on a broad range of sectors within the equity and fixed income markets, leveraging deep manager research and consulting expertise.
Matthew holds an MBA in Asset Management & Corporate Finance from Boston College’s Carroll Graduate School of Management and a BBA in Finance from The George Washington University School of Business. He is a Chartered Financial Analyst® (CFA) charterholder, further demonstrating his expertise in portfolio management and investment analysis. His notable contributions include leading research and strategy for multi-asset portfolios and supporting clients with tailored investment solutions in equities and fixed income.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Thompson, Siegel & Walmsley | Client Portfolio Manager | Aug 2016 to Present | — |
| Nationwide Funds | Head of U.S. Equities and Fixed Income - Manager Research | Sep 2013 to Aug 2016 | Team lead for manager research oversight of domestic equities and global fixed income. In this capacity, I have leadership responsibilities for other analysts and also have direct coverage for the sel... |
| PricewaterhouseCoopers | Asset Management Consultant | Aug 2011 to Aug 2013 | Provided subject matter expertise within the asset management and banking industries to large institutional clients. Examples of such products include the following: - Served as a consult to an insura... |
| Schroder Investment Management | Portfolio Manager Assistant and Jr. Quant Analyst | Apr 2007 to Aug 2009 | Supported the Small Cap Equities team through research, analysis, modeling, portfolio administration, and reporting. Primary responsibilities included the following: - Developed and maintained quantit... |
| Bank of New York Asset Management | Business Development and Fund Analyst | May 2006 to Apr 2007 | Conducted research on internal and external funds and provided ad-hoc research support for Portfolio Management teams. Primary responsibilities included the following: - Created, maintained, and analy... |
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Asset Management & Corporate Finance
The George Washington University School of Business
BBA, Finance
Skills & Expertise
Others at Thompson Siegel & Walmsley LLC (24)
| Name | Role | Location |
|---|---|---|
| Portfolio Analyst | Richmond, VA , United States | |
| Portfolio Manager | Richmond, VA , United States | |
| Equity Analyst | Richmond, VA , United States | |
| Portfolio Manager and Equity Research Analyst | Richmond, VA , United States | |
| Research Analyst | Richmond, VA , United States | |
| Portfolio Manager - Emerging Markets | Richmond, VA , United States | |
| CEO and Portfolio Manager at Thompson, Siegel and Walmsley, LLC (TSW) | Richmond, VA , United States | |
| Portfolio Manager and Analyst | Richmond, VA , United States | |
M Matthew Kiselica | European Equity Trader | Richmond, VA , United States |
| Equity Trader | Chester, VA , United States |