Mathew Spencer, CFA

Analyst & Portfolio Manager

Mathew Spencer joined SaratogaRIM in 2019. He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the information technology portion of the portfolios.

Professional Experience & Designations

• Chartered Financial Analyst (CFA)

• JMP Securities: Equity Research Associate on the software team (2014-2019)

  • Directly supported the Director of Technology Research in his coverage of over 40 stocks

  • Responsible for conducting due diligence on the software industry, building and maintaining financial models, writing reports, and educating institutional investors and the JMP Securities institutional sales force about the software industry

• Marketo: Enterprise Sales Representative (2013-2014)

• Interned at SaratogaRIM (2010)

Education

• University of California, San Diego

  • B.S. Management Science (Economics Department)

    • Minor: Business, Finance Concentration

Fun Facts

• Grew up in Saratoga, CA