Matthew Gordon, CFA®

Senior Equity Analyst & Portfolio Manager

About Matthew

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.

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.
Person Image

Matt Works Closely With

Back to All

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

Chief Growth Officer