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