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Matthew G
CFA®
San Francisco, CA
Lobos Creek Investors LLC
Matthew Gordon is a CFA® credentialed financial advisor with seven years of industry experience. He is the principal of Lobos Creek Investors LLC, an independent firm he joined in 2026 after previous roles at Summitry, LLC, Golub Group, and Grouse Rock, LLC. Lobos Creek Investors LLC provides discretionary asset management primarily for individual and high-net-worth clients, focusing on fundamental equity analysis with a generally long-term investment orientation. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerance.
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