Mariko O. Gordon CFA, CFP
Certifications:
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.