Mariko O. Gordon CFA, CFP®

Credentials:

  • Princeton University ‘83, A.B., Comparative Literature

  • Chartered Financial Analyst Charterholder, 1989

  • Certified Financial Planner, 2024

Stock whisperer. Small-business financial ringmaster.

Expertise:

Evaluating individual stocks, tax-efficient strategies for managing low-cost basis and concentrated positions, analyzing performance, and financial planning for small business owners.

Experience:

In 1995 founded and grew an institutional money management firm to $2.5B in assets under management.

Managed a concentrated portfolio of U.S. small-cap stocks for public pension funds, endowments, and foundations.

33 years investing for institutions on Wall Street and 3 years helping individuals manage their financial circuses.

Meet My Colleagues

Suzanne Highet,
CFA, CFP

Jasmine Young,
CFP Certificant