Matt is a Senior Equity Analyst and Portfolio Manager at Summitry. He primarily works with the Research Team, searching for new investment opportunities and closely monitoring 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 is a CFA® charterholder.
Prior to joining Summitry, 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. He began his career in 2003 at Putnam Investments in Boston, focusing on the healthcare sector. Before re-joining Summitry, Matt founded Grouse Rock Partners, where he managed a concentrated equity portfolio for select clients.
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.
