Gordon Marchand, CPA, CIC, CFA
Gordon is an Analyst, Portfolio Manager and a member of the firm’s Investment Committee. He is also a member of the firm’s Advisory Board and its Executive Committee. Prior to founding Sustainable Growth Advisers with George Fraise and Rob Rohn, Gordon was an executive officer and a member of the Investment Policy Committee and Board of Directors at Yeager, Wood & Marshall, Inc. since 1984. He was also that firm’s COO & CFO.
Gordon was instrumental in the launch of the US Global Leaders Growth Fund (USGLX) in 1995. He has continuously served on the portfolio management team for this mutual fund, which is now distributed by John Hancock Funds. As a research analyst, Gordon is a generalist having covered companies across multiple industries and global geographies including financial services, health care, retail, consumer products, oil services and technology.
Gordon began his career as a management consultant with Price Waterhouse. He is a CFA® charterholder, a Chartered Investment Counselor (CIC) and a Certified Public Accountant (CPA). Gordon is past Chairman, President and a member of the governing Board of the Investment Adviser Association “IAA” (the industry association representing the interests of the investment management community).
Gordon holds a B.S. from Georgetown University, an M.B.A. from the University of Massachusetts and completed graduate study in international business at Oxford University.