Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager @ Summitry
About Matthew Gordon, CFA
Matthew Gordon, CFA, is a Senior Equity Analyst and Portfolio Manager with a background in computer science and applied value investing, currently residing in San Francisco.
Known information
Matthew Gordon, a Chartered Financial Analyst, serves as a Senior Equity Analyst and Portfolio Manager. He began his career in 2003 at Putnam Investments in Boston, where he specialized in the healthcare sector. Gordon holds a BA in Computer Science from Amherst College and an MBA from Columbia Business School, with a focus on Applied Value Investing at the Heilbrunn Center for Graham & Dodd Investing. He founded Grouse Rock Partners, managing a concentrated equity portfolio for select clients. Gordon lives in San Francisco with his wife, Tammy, and daughter, Riley, and enjoys skiing in the mountains around Lake Tahoe during the winter months.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.