Matthew A. Swendiman, CFA
Key Bridge Compliance, LLC
Chief Executive Officer
Matt began his investment management career in 1996 with a predecessor of Citi Fund Services, where he worked in the transfer agent and legal and compliance department for a large third-party mutual fund administrator. Thereafter, he served as counsel to Conseco Capital Management, a multi-billion dollar institutional investment management firm located in Carmel, IN.
In 2002, Matt joined The Phoenix Companies in Hartford, CT, where he ultimately served as Chief Legal Officer and Secretary for the Phoenix (now Virtus) mutual fund complex. During his time at Phoenix, Matt earned the CLU and ChFC designations from The American College.
Matt later served as an investment management associate in the Washington, DC office of K&L Gates, an international law firm. In 2006, he joined Fifth Third Bank in Cincinnati, OH, where he served as the Chief Administrative Officer for Fifth Third’s institutional investment management business. In addition to these responsibilities, Matt provided legal support to Fifth Third’s broker-dealer, insurance and custody operations. He also served as Secretary and Chief Legal Officer to the Fifth Third Funds, a mutual fund trust with twenty-four series. While at Fifth Third, Matt earned his CFA charter.
Following a stint as COO to a $500 million Cincinnati-based registered investment adviser, Matt founded Graydon Compliance Solutions, LLC, an outsourced compliance consultancy offering services to RIAs across the United States and in the United Kingdom. Matt is the Chief Executive Officer of Key Bridge Compliance, LLC and is 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. F/m Acceleration is backed by private equity investor 4100 Group.
Matt has earned his BA in Political Science, as well as his JD, from The Ohio State University. While in law school, he attended the Oxford University Summer Program, and has also earned his LLM in Insurance Law from the University of Connecticut.