Kevin Tanner

Chairman | CEO | Chief Investment Officer

Kevin Tanner founded Saratoga Research & Investment Management in 1995, establishing the firm’s foundational investment philosophy. Since then he has developed and implemented the firm’s research and investment process while simultaneously recruiting and developing the team that has worked with him to generate one of the finest long-term investment records in the industry.

Kevin was sole owner of the company until 2017, at which time he began the process of implementing the firm’s succession plan and transferring ownership to his other 17 teammates. He now holds the titles of Chairman of the Board, Chief Executive Officer and Chief Investment Officer, and has final say on all significant firm matters and investment decisions.

Professional Experience

  • Founded SaratogaRIM May 1, 1995

  • Spent 10 years managing equity portfolios within portfolio management groups @ Smith Barney and Prudential Securities

Education

  • Harvard Business School

    • Graduate of the Owner/President Management (OPM) Program

  • Santa Clara University

    • B.S. Economics

Fun Facts

  • Coached football at Saratoga High School for 23 years

    • Supported the athletic program through fundraising efforts that enabled the building of a new football stadium and improved other outdoor athletic facilities

  • Played football for two legendary Bay Area coaches: first at Saratoga High School for coach Benny Pierce, then at Santa Clara University for coach Pat Malley

  • Grew up in Saratoga and recently rebuilt his childhood home into his “dream home”