Profil
Mr. Matthew Gordon, CFA MBA, is a Senior Equity Analyst & Portfolio Manager at Summitry LLC.
He searches for new investment opportunities and closely monitors existing holdings for Golub Group client portfolios.
His research focuses on good businesses that generate strong and growing free cash flow, across a wide variety of industries.
Prior to re-joining the Golub Group, he 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.
He 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 is also a CFA charter holder.
Aktive Positionen von Matt Gordon
| Unternehmen | Position | Beginn |
|---|---|---|
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Analyst-Equity | 01.07.2017 |
Ehemalige bekannte Positionen von Matt Gordon
| Unternehmen | Position | Ende |
|---|---|---|
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Chordant Capital Partners LLC
 Chordant Capital Partners LLC Investment ManagersFinance Founded in 2009 by Brian DeChristopher, Chordant Capital Partners LLC is a hedge fund manager located in Boston. The firm manages the Chordant Lifesciences Fund, a global long/short equity hedge fund | Corporate Officer/Principal | - |
Ausbildung von Matt Gordon
| Amherst College | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Finance |
Chordant Capital Partners LLC
Chordant Capital Partners LLC Investment ManagersFinance Founded in 2009 by Brian DeChristopher, Chordant Capital Partners LLC is a hedge fund manager located in Boston. The firm manages the Chordant Lifesciences Fund, a global long/short equity hedge fund | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
