Matt searches for new investment opportunities and closely monitors existing holdings for Summitry client portfolios. His research focuses on good businesses that generate strong and growing free cash flow, across a wide variety of industries.
Matt began his investing career in 2003. Prior to re-joining the Summitry, Matt founded Grouse Rock Partners, where he managed a concentrated equity portfolio for select clients. He began his career at Putnam Investments in Boston, focusing on the healthcare sector. Matt earned his BA in Computer Science from Amherst College and his MBA from Columbia Business School, where he studied Applied Value Investing at the Heilbrunn Center for Graham & Dodd Investing. Matt is also a CFA charterholder.
He currently resides in San Francisco with his wife, Tammy and daughter, Riley. In the winter, he spends as many days as possible skiing in the mountains around Lake Tahoe.