Matthew Swendiman

What I do For crew and you

I am generally responsible for Crew Capital’s legal and compliance matters, as well as much of our work in the private placement insurance space. As a CFA charter holder, I enjoy supporting Rob and the investment team with our client’s investment needs, and I am fortunate, as an investment advisory representative of Crew, to continue to serve a small number of our clients.

Work Experience

I began my investment management career in 1996 in the transfer agent and legal and compliance department for a large third-party mutual fund administrator. Thereafter, I served as counsel to Conseco Capital Management, a multi-billion dollar institutional investment management firm located in Carmel, IN. In 2002, I joined The Phoenix Companies in Hartford, CT, where I served as Chief Legal Officer and Secretary for the Phoenix (now Virtus) mutual fund complex. During my time at Phoenix, I earned the CLU and ChFC designations from The American College.

I later served as an investment management associate in the Washington, DC office of K&L Gates, an international law firm. In 2006, I joined Fifth Third Bank in Cincinnati, OH, where I served as the Chief Administrative Officer for Fifth Third’s institutional investment management business, in addition to providing legal support to Fifth Third’s broker-dealer, insurance and custody operations, and serving as Secretary and Chief Legal Officer to the Fifth Third Funds, a mutual fund trust with twenty-four series. While at Fifth Third, I earned my CFA charter.

Today ,in addition to my work with Crew, I am Chief Executive Officer of Key Bridge Compliance, LLC and I am co-founder and Chairman of F/m Acceleration LLC, a back and middle office solution provider for registered investment advisers, including its subsidiary adviser, F/m Investments.

Education

I have earned my BA in Political Science, as well as my JD, from The Ohio State University. While in law school, I attended the Oxford University Summer Program, and I also earned an LLM in Insurance Law from the University of Connecticut.