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Matthew Soule

Matthew Soule

Client Portfolio Manager at Thompson Siegel & Walmsley LLC

Richmond, VA , United States

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

OrganizationRoleDate RangeDetails
Thompson, Siegel & WalmsleyClient Portfolio ManagerAug 2016 to Present
Nationwide FundsHead of U.S. Equities and Fixed Income - Manager ResearchSep 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...
PricewaterhouseCoopersAsset Management ConsultantAug 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 ManagementPortfolio Manager Assistant and Jr. Quant AnalystApr 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 ManagementBusiness Development and Fund AnalystMay 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

Portfolio Management
Financial Services
Bloomberg
Investments
Fixed Income
Mutual Funds
Analysis
Financial Analysis
Valuation
Corporate Finance
Charles River IMS
Equities
Derivatives
Business Development
Strategy
Customer Service
Management
Sales

Others at Thompson Siegel & Walmsley LLC (24)

NameRoleLocation
Brad Jaggard
Brad Jaggard
Portfolio AnalystRichmond, VA , United States
Brandon Harrell
Brandon Harrell
Portfolio ManagerRichmond, VA , United States
Brendan Donohoe
Brendan Donohoe
Equity AnalystRichmond, VA , United States
Bryan Durand
Bryan Durand
Portfolio Manager and Equity Research AnalystRichmond, VA , United States
Dan Hinchman
Dan Hinchman
Research AnalystRichmond, VA , United States
Elliott Jones
Elliott Jones
Portfolio Manager - Emerging MarketsRichmond, VA , United States
Frank Reichel
Frank Reichel
CEO and Portfolio Manager at Thompson, Siegel and Walmsley, LLC (TSW)Richmond, VA , United States
Mark Tyler
Mark Tyler
Portfolio Manager and AnalystRichmond, VA , United States
M
Matthew Kiselica
European Equity TraderRichmond, VA , United States
Memori Oatman
Memori Oatman
Equity TraderChester, VA , United States
Showing 1-10 of 24 team members