Matthew Gordon, CFA

Senior Equity Analyst & Portfolio Manager

About Matthew

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.

Q & A

  • What drew you to the Bay Area?

    I grew up in Boston but have been drawn to the Bay Area ever since my family took a vacation to California when I was in elementary school. The reasons have changed over time. First, I was drawn to the natural beauty of the Bay, the surrounding hillsides and redwoods. Then it was the weather. Coming from Boston, I appreciated that it is never too hot or too cold here. I also love to ski in Tahoe. But the draw for me is more than just the climate. I have always been interested in technology and business, interning at startups and majoring in Computer Science during college. Now I couldn’t be happier to live someplace so dynamic. There is tremendous opportunity all around. Many of my friends here are involved in startup ventures and large tech companies making positive change all over the world.
  • What does “living your best Bay Area Life” mean to you?

     Taking advantage of all the great opportunities the Bay Area has to offer, from skiing in Tahoe and hiking in Marin to meeting some of the best minds in business. Sometimes it feels like living in the future. I still remember how hard it was to find a taxi in SF before Uber and now I use scooter sharing services to ride up and down the Embarcadero when I have meetings in the City.
  • What are some of the challenges you face living in the Bay Area?

    Traffic. There is no such thing as a reverse commute in the Bay Area. My family lives in San Francisco, so driving to and from our office in San Mateo can take a while, especially when it rains and traffic grinds to a halt.
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Saad Bajwa

Financial Planning Associate