Kurt has conducted investment analysis and related work since 1987. Prior to joining the firm, he founded Hoefer Capital Management, LLC to counsel families and individuals on investment and financial matters. Previously, he was an investment banker with Thomas Weisel Partners and Banc of America Securities, an institutional stock analyst at Salomon Brothers, and a member of the investment team for a family office, Shamrock Capital Partners. Kurt received his MBA from the UCLA–Anderson School of Management and his Bachelor of Arts in Economics from Stanford University. In addition, Kurt is a CFA charterholder.

Colin has been conducting investment analysis, equity research and portfolio management since 1996. Colin has been a member of the Charles Schwab Advisory Board and was recognized as a “40 under Forty” by the Silicon Valley/San Jose Business Journal. Prior to the formation of the Golub Group, Colin served as a research analyst and portfolio manager with regional investment firms Branch Cabell, & Co. and Hoefer and Arnett, Inc. Colin graduated from Washington and Lee University with a Bachelor of Arts in 1994 where he was a captain and an All-American lacrosse player.

Michael Kon, CFA — Portfolio Manager and Senior Research Analyst of the Adviser. Mr. Kon has been involved in securities and financial analysis since 2002. Prior to joining Summitry, he was a senior analyst covering financial services for Morningstar, a leading investment research firm based in Chicago Illinois, from 2006 to 2012. He also served as a senior M&A attorney at Rotman & Co from 1998 to 2002. Mr. Kon received his LLB degree from Tel Aviv University in 1999, his Bachelor of Arts in Economics & Management from the Tel Aviv Open University in 2000, and his MBA from McGill University in 2004. Mr. Kon also achieved the Chartered Financial Analyst designation in 2006.

Matthew Gordon, CFA — Senior Equity Analyst of Golub Group, LLC. Mr. Gordon has been involved in securities and financial analysis since 2003. He began his career at Putnam Investments in Boston, focusing on the healthcare sector. Mr. Gordon joined Golub Group as an Equity Analyst in 2013 before going on to found Grouse Rock, LLC, a registered investment adviser, in 2015. He rejoined Golub Group in 2017. Mr. Gordon earned his BA in Computer Science from Amherst College and his MBA from Columbia Business School. Mr. Gordon achieved the Chartered Financial Analyst designation in 2007.