Profile
Mr. Matthew T.
Swanson, CFA MBA, is a Co-Founder at Distillate Capital Partners LLC.
He previously worked for 18 years as a portfolio manager of U.S.
and international value strategies, and as an equity analyst covering the healthcare industry at Institutional Capital, LLC (ICAP), a Chicago-based value investment firm.
Mr. Swanson has a BA in Economics from Northwestern University, and an MBA from Kellogg School of Management, Northwestern University.
He is a CFA charterholder.
Matt Swanson active positions
| Companies | Position | Start |
|---|---|---|
Distillate Capital Partners LLC
 Distillate Capital Partners LLC Investment ManagersFinance Distillate Capital Partners LLC (Distillate) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2017 by Thomas Cole, Jay Beidler, and Matt Swanson. Distillate offers investment advisory services to pooled investment vehicles, which includes registered investment companies, as well as high net-worth individuals and institutional investors through separately managed accounts. | Founder | 2016-12-31 |
Former positions of Matt Swanson
| Companies | Position | End |
|---|---|---|
Institutional Capital LLC
 Institutional Capital LLC Investment ManagersFinance Founded in 1970, Institutional Capital LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of New York Life Investment Management Holdings LLC and their ultimate parent is New York Life Insurance Co. Their clients include corporations, public funds, foundations, endowments and multi-employer plans. | Analyst-Equity | - |
Training of Matt Swanson
| Northwestern University | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Institutional Capital LLC
Institutional Capital LLC Investment ManagersFinance Founded in 1970, Institutional Capital LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of New York Life Investment Management Holdings LLC and their ultimate parent is New York Life Insurance Co. Their clients include corporations, public funds, foundations, endowments and multi-employer plans. | Finance |
Distillate Capital Partners LLC
Distillate Capital Partners LLC Investment ManagersFinance Distillate Capital Partners LLC (Distillate) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2017 by Thomas Cole, Jay Beidler, and Matt Swanson. Distillate offers investment advisory services to pooled investment vehicles, which includes registered investment companies, as well as high net-worth individuals and institutional investors through separately managed accounts. | Finance |
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