Connect with Matthew:

Matthew Geary brings over 20 years of in-depth equity analysis to Strategic Wealth Partners as a portfolio manager. With a passion for investing and research, Matthew excels at providing value to clients and managing relationships. Detail oriented and analytical, he’s committed to learning about and evaluating new companies and industries. 

Matthew prides himself on thoughtful team-oriented performance and seeks to elevate SWP’s investment research and provide valuable strategies to clients. His prior experience as a Senior Equity Analyst provides SWP with the fundamental skills and an approach to generate investment opportunities across a wide range of sectors and companies. 

As a Chartered Financial Analyst (CFA), Matthew retains one of the highest distinctions in the craft of investment management. He earned his B.S. in Finance from Villanova University and holds an MBA from the Johnson Graduate School of Management at Cornell University. When not in the office, Matthew remains active by hiking, practicing yoga, and cheering on Philadelphia sports teams.

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