KCM Asset Management
Description
Address: 750 Lindaro St #350, San Rafael, CA 94901 Hours: Closed ⋅ Opens 7AM Mon SundayClosedMonday7AM–5PMTuesday7AM–5PMWednesday7AM–5PMThursday7AM–5PMFriday7AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 461-7788: : Place name: Website: : Category: : : : Website: http://www.kcmadvisors.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of KCM Investment Advisors LLC Posting publicly on the Web Write a review Reviews Be the first to review
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KCM Asset Management Employees
Employee
Years
Job
Industry
Vittorio Fratta, CFA Vittorio Fratta, CFA's KCM Asset Management Experience August 2004 - July 2005
Job Senior Vice President at EBS Asset Management / CO Chief Investment Officer of Pacific Vista division
Industry Financial Services
Experience
EBS Asset Management January 2014 - Present
ICC Capital Management June 2008 - November 2013
ICC Capital Management, Inc. July 2005 - May 2008
KCM Asset Management August 2004 - July 2005
Roland George Investment Program August 2004 - May 2005
Skills
Portfolio Management, Equities, Trading, Mutual Funds, Analysis, Fixed Income, Hedge Funds, Financial Modeling, Asset Management, Valuation, Asset Allocation, Alternative Investments, Investments, Bloomberg, Securities
Education
Stetson University 2006 — 2007
MBA, Finance and Business Administration
CFA institute 2005 — 2007
Chartered Financial Analyst, Investments and Securities
Stetson University 2001 — 2005
Bachelor of Business Administration (BBA), Double Major; Finance and International Business; Minor in Information Systems
Stella Maris - Christian Brothers 1994 — 1999
High School Degree, Economy - Pre Law
EBS Asset Management January 2014 - Present
ICC Capital Management June 2008 - November 2013
ICC Capital Management, Inc. July 2005 - May 2008
KCM Asset Management August 2004 - July 2005
Roland George Investment Program August 2004 - May 2005
Skills
Portfolio Management, Equities, Trading, Mutual Funds, Analysis, Fixed Income, Hedge Funds, Financial Modeling, Asset Management, Valuation, Asset Allocation, Alternative Investments, Investments, Bloomberg, Securities
Education
Stetson University 2006 — 2007
MBA, Finance and Business Administration
CFA institute 2005 — 2007
Chartered Financial Analyst, Investments and Securities
Stetson University 2001 — 2005
Bachelor of Business Administration (BBA), Double Major; Finance and International Business; Minor in Information Systems
Stella Maris - Christian Brothers 1994 — 1999
High School Degree, Economy - Pre Law
Travis Workman's KCM Asset Management Experience February 2014 - May 2014
Job Equity Sector Specialist at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. October 2014 - Present
KCM Asset Management February 2014 - May 2014
Roland George Investments Program August 2013 - May 2014
Roland George Investments Program, Stetson University June 2013 - January 2014
The Grotto May 2011 - August 2012
Epic Theaters August 2008 - August 2010
Skills
Risk Management, Risk Assessment, Bloomberg, Asset Management, Equity Research, Equities, Investments, Analysis, Financial Risk, Portfolio Management, Morningstar Direct, SASS, Information Security, Information Security..., Security, Bloomberg Terminal, Hedge Funds, Finance, PowerPoint, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. October 2014 - Present
KCM Asset Management February 2014 - May 2014
Roland George Investments Program August 2013 - May 2014
Roland George Investments Program, Stetson University June 2013 - January 2014
The Grotto May 2011 - August 2012
Epic Theaters August 2008 - August 2010
Skills
Risk Management, Risk Assessment, Bloomberg, Asset Management, Equity Research, Equities, Investments, Analysis, Financial Risk, Portfolio Management, Morningstar Direct, SASS, Information Security, Information Security..., Security, Bloomberg Terminal, Hedge Funds, Finance, PowerPoint, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Arthur Bom Conselho, CFP®, CIMA®, CRPC® Arthur Bom Conselho, CFP®, CIMA®, CRPC®'s KCM Asset Management Experience August 2004 - July 2005
Job Registered Financial Analyst
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
ZUMIX April 2010 - August 2013
KCM Asset Management August 2004 - July 2005
City of Daytona Beach May 2004 - June 2004
Skills
Investments, Cash Flow, Strategic Planning, Budget, Financial Analysis, Business Strategy, Financial Modeling, PowerPoint, Microsoft Excel, Portfolio Management, Research, Corporate Finance
Education
Stetson University 2003 — 2005
BBA, Finance & Economics
Valencia College 2001 — 2003
AA, Business
Merrill Lynch January 2006 - Present
ZUMIX April 2010 - August 2013
KCM Asset Management August 2004 - July 2005
City of Daytona Beach May 2004 - June 2004
Skills
Investments, Cash Flow, Strategic Planning, Budget, Financial Analysis, Business Strategy, Financial Modeling, PowerPoint, Microsoft Excel, Portfolio Management, Research, Corporate Finance
Education
Stetson University 2003 — 2005
BBA, Finance & Economics
Valencia College 2001 — 2003
AA, Business
Jason Dark's KCM Asset Management Experience August 2010 - May 2012
Job Investment Banking Analyst Intern at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. September 2014 - Present
Global Risk Partners August 2014 - September 2014
Charles Schwab May 2012 - August 2013
KCM Asset Management August 2010 - May 2012
Stetson University August 2010 - December 2010
Skills
Portfolio Management, Analysis, Bloomberg, Equities, Hedge Funds, Equity Valuation, Finance, Economic Forecasting, Statistical Modeling, Econometric Modeling, Portfolio Optimization, DCF Valuation, Financial Modeling, Valuation, Investments
Education
Cass Business School 2013 — 2014
Master of Science (MSc), Investment Management
Stetson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Applied Statistics
Robert W. Baird & Co. September 2014 - Present
Global Risk Partners August 2014 - September 2014
Charles Schwab May 2012 - August 2013
KCM Asset Management August 2010 - May 2012
Stetson University August 2010 - December 2010
Skills
Portfolio Management, Analysis, Bloomberg, Equities, Hedge Funds, Equity Valuation, Finance, Economic Forecasting, Statistical Modeling, Econometric Modeling, Portfolio Optimization, DCF Valuation, Financial Modeling, Valuation, Investments
Education
Cass Business School 2013 — 2014
Master of Science (MSc), Investment Management
Stetson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Applied Statistics
Peter Heise's KCM Asset Management Experience June 2002 - June 2013
Job Portfolio Manager/Trader GES 600 Madison Ave
Industry Financial Services
Experience
GES 600 Madison Ave June 2013 - Present
KCM Asset Management June 2002 - June 2013
Merrill Lynch 2001 - 2002
MBF Clearing Corp May 1999 - August 1999
Skills
Alternative Investments, Equities, Series 7, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Research, Mutual Funds, Financial Modeling, Equity Trading, Asset Management, Financial Analysis, Portfolio Management, Trading, Equity Valuation, Valuation, Investments, Options, Capital Markets, Financial Markets, Asset Allocation, Investment Management
Education
Stetson University 2002 — 2003
Master of Business Administration (MBA), Finance
GES 600 Madison Ave June 2013 - Present
KCM Asset Management June 2002 - June 2013
Merrill Lynch 2001 - 2002
MBF Clearing Corp May 1999 - August 1999
Skills
Alternative Investments, Equities, Series 7, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Research, Mutual Funds, Financial Modeling, Equity Trading, Asset Management, Financial Analysis, Portfolio Management, Trading, Equity Valuation, Valuation, Investments, Options, Capital Markets, Financial Markets, Asset Allocation, Investment Management
Education
Stetson University 2002 — 2003
Master of Business Administration (MBA), Finance
Carlos I. Betancourt's KCM Asset Management Experience 2007 - 2008
Job Founder at Yorkville Commodities
Industry Oil & Energy
Experience
Yorkville Commodities September 2014 - Present
AMCI Group December 2013 - December 2014
Tremond Metals Corp. October 2011 - January 2014
The Newport Group March 2010 - July 2011
KCM Asset Management 2007 - 2008
Roland George Investment Program 2007 - 2008
Farmers Work Association 2005 - 2006
Skills
Investments, Mutual Funds, Equities, Portfolio Management, Trading, Financial Services, Management, Financial Analysis, Asset Allocation, Finance, Fixed Income, Investment Strategies, Strategic Financial..., Leadership, Commodity, 401k, Analysis, Asset Management, Asset Managment, Due Diligence, Risk Management, Hedge Funds, Metals, Energy, LPG, NGL, Oil & Gas, Emerging Markets, Entrepreneurship, Microsoft Office, Business Strategy, Sales, Strategic Planning, Microsoft Excel
Education
Stetson University 2008 — 2009
Master of Business Administration (M.B.A.)
Stetson University 2004 — 2008
Bachelor’s Degree, Finance
Leopold-Franzens Universität Innsbruck 2006 — 2006
Study Abroad Innsbruck Program, International Business Finance
Yorkville Commodities September 2014 - Present
AMCI Group December 2013 - December 2014
Tremond Metals Corp. October 2011 - January 2014
The Newport Group March 2010 - July 2011
KCM Asset Management 2007 - 2008
Roland George Investment Program 2007 - 2008
Farmers Work Association 2005 - 2006
Skills
Investments, Mutual Funds, Equities, Portfolio Management, Trading, Financial Services, Management, Financial Analysis, Asset Allocation, Finance, Fixed Income, Investment Strategies, Strategic Financial..., Leadership, Commodity, 401k, Analysis, Asset Management, Asset Managment, Due Diligence, Risk Management, Hedge Funds, Metals, Energy, LPG, NGL, Oil & Gas, Emerging Markets, Entrepreneurship, Microsoft Office, Business Strategy, Sales, Strategic Planning, Microsoft Excel
Education
Stetson University 2008 — 2009
Master of Business Administration (M.B.A.)
Stetson University 2004 — 2008
Bachelor’s Degree, Finance
Leopold-Franzens Universität Innsbruck 2006 — 2006
Study Abroad Innsbruck Program, International Business Finance
Jozsef Nemeth's KCM Asset Management Experience January 2014 - Present
Job Internship at KCM Asset Management
Industry Financial Services
Experience
KCM Asset Management January 2014 - Present
Roland George Investment Program January 2014 - January 2015
Roland George Investment Program May 2014 - August 2014
Wellness and Recreation March 2013 - December 2013
Black Ice Software May 2013 - September 2013
Wellness and Recreation August 2012 - March 2013
Black Ice Software May 2012 - August 2012
Capital Instincts April 2011 - August 2011
Kids In The Sea December 2010 - January 2011
Morgans Mango May 2007 - July 2008
Skills
Research, Microsoft Excel, Java, Works well in a team, Computer/Technical..., Bloomberg Terminal, Bloomberg Software, Time Management, Leadership, Communication, Microsoft Word, Finance
Education
Stetson University 2011 — 2015
Finance, General
KCM Asset Management January 2014 - Present
Roland George Investment Program January 2014 - January 2015
Roland George Investment Program May 2014 - August 2014
Wellness and Recreation March 2013 - December 2013
Black Ice Software May 2013 - September 2013
Wellness and Recreation August 2012 - March 2013
Black Ice Software May 2012 - August 2012
Capital Instincts April 2011 - August 2011
Kids In The Sea December 2010 - January 2011
Morgans Mango May 2007 - July 2008
Skills
Research, Microsoft Excel, Java, Works well in a team, Computer/Technical..., Bloomberg Terminal, Bloomberg Software, Time Management, Leadership, Communication, Microsoft Word, Finance
Education
Stetson University 2011 — 2015
Finance, General
Filip Vurdelja Filip Vurdelja's KCM Asset Management Experience January 2011 - May 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock November 2013 - Present
Simon Growth Markets Club September 2012 - May 2013
Helios Group July 2011 - August 2012
KCM Asset Management January 2011 - May 2011
Roland George Investments Program August 2010 - May 2011
Societe Generale June 2010 - June 2010
Skills
Bloomberg, Investments, Equities, Asset Managment, Fixed Income, Financial Analysis, Portfolio Management, Data Analysis, Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Research, Economics, Equity Research, Portfolio Performance..., Strategy, Hedge Funds, Leadership, Teamwork, Corporate Finance, Finance, Asset Management, Financial Accounting, Analysis, Managerial Finance, Emerging Markets, Risk Management, Financial Risk, International Finance, Strategic Financial..., Banking, Accounting, Management, Bloomberg Terminal, Financial Services, Private Equity, Strategic Partnerships, Business Development, Process Improvement, Equity Valuation, Budgets, Derivatives, Auditing, Investment Banking, Mergers & Acquisitions, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (M.Sc.), Finance
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.84
Hong Kong Baptist University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Montverde Academy 2005 — 2007
High School Diploma
BlackRock November 2013 - Present
Simon Growth Markets Club September 2012 - May 2013
Helios Group July 2011 - August 2012
KCM Asset Management January 2011 - May 2011
Roland George Investments Program August 2010 - May 2011
Societe Generale June 2010 - June 2010
Skills
Bloomberg, Investments, Equities, Asset Managment, Fixed Income, Financial Analysis, Portfolio Management, Data Analysis, Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Research, Economics, Equity Research, Portfolio Performance..., Strategy, Hedge Funds, Leadership, Teamwork, Corporate Finance, Finance, Asset Management, Financial Accounting, Analysis, Managerial Finance, Emerging Markets, Risk Management, Financial Risk, International Finance, Strategic Financial..., Banking, Accounting, Management, Bloomberg Terminal, Financial Services, Private Equity, Strategic Partnerships, Business Development, Process Improvement, Equity Valuation, Budgets, Derivatives, Auditing, Investment Banking, Mergers & Acquisitions, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (M.Sc.), Finance
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.84
Hong Kong Baptist University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Montverde Academy 2005 — 2007
High School Diploma
Samuel Petrecky Samuel Petrecky's KCM Asset Management Experience May 2005 - December 2005
Job Fund Accounting and Administration
Industry Financial Services
Experience
Sungevity May 2012 - Present
AIS Fund Administration 2007 - 2011
AIS Fund Administration December 2009 - December 2010
AIS Fund Administration May 2007 - December 2009
Robert Half International January 2006 - March 2007
KCM Asset Management May 2005 - December 2005
Remi Capital September 2002 - March 2003
Skills
Hedge Funds, Equities, Bloomberg, Fixed Income, Capital Markets, Financial Analysis, Microsoft Excel, Derivatives, Market Research, PowerPoint, Microsoft Word, Microsoft Office, Finance, Public Speaking, Portfolio Management, Financial Modeling, Alternative Investments, Business Development, Marketing, Fund Accounting, Mutual Funds, Securities, Valuation, Private Equity
Education
Stetson University 2004 — 2005
MBA, Finance
University at Albany 1997 — 2000
BA, Urban Planning
Stanford University 2012 — 2013
Energy Innovation and Emerging Technologies-Certificate Program, Energy Innovation and Emerging Technologies
Sungevity May 2012 - Present
AIS Fund Administration 2007 - 2011
AIS Fund Administration December 2009 - December 2010
AIS Fund Administration May 2007 - December 2009
Robert Half International January 2006 - March 2007
KCM Asset Management May 2005 - December 2005
Remi Capital September 2002 - March 2003
Skills
Hedge Funds, Equities, Bloomberg, Fixed Income, Capital Markets, Financial Analysis, Microsoft Excel, Derivatives, Market Research, PowerPoint, Microsoft Word, Microsoft Office, Finance, Public Speaking, Portfolio Management, Financial Modeling, Alternative Investments, Business Development, Marketing, Fund Accounting, Mutual Funds, Securities, Valuation, Private Equity
Education
Stetson University 2004 — 2005
MBA, Finance
University at Albany 1997 — 2000
BA, Urban Planning
Stanford University 2012 — 2013
Energy Innovation and Emerging Technologies-Certificate Program, Energy Innovation and Emerging Technologies
Ted Mitchell's KCM Asset Management Experience September 2013 - February 2014
Job Motivated, enthusiastic student aspiring to succeed in the sport business/corporate finance fields
Industry Higher Education
Experience
Ted Mitchell Business July 2014 - Present
Stetson University February 2014 - May 2014
KCM Asset Management September 2013 - February 2014
Skills
Leadership, Time Management, Public Speaking, Teamwork, Financial Analysis, Economics, Interviews, Vocational Evaluation, Live Broadcast, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Facebook, Social Media
Education
Stetson University 2013 — 2017
Bachelor's Degree, Economics/Finance
Ted Mitchell Business July 2014 - Present
Stetson University February 2014 - May 2014
KCM Asset Management September 2013 - February 2014
Skills
Leadership, Time Management, Public Speaking, Teamwork, Financial Analysis, Economics, Interviews, Vocational Evaluation, Live Broadcast, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Facebook, Social Media
Education
Stetson University 2013 — 2017
Bachelor's Degree, Economics/Finance
Bryan Lauer, LEED AP's KCM Asset Management Experience January 2004 - December 2005
Job LEED Existing Building (EB) Consultant with 2B Green World, LLC
Industry Real Estate
Experience
2B Green World, LLC July 2010 - Present
CLW Real Estate Services Group January 2007 - July 2010
ProVise Asset Management August 2005 - May 2006
KCM Asset Management January 2004 - December 2005
Skills
Property Management, Real Estate, LEED AP, Real Estate Transactions, LEED, Sustainability, Environmental Design, USGBC, GBCI, Real Estate Development, Location Intelligence, Commercial Real Estate, Corporate Real Estate, Brokerage
Education
Stetson University 2001 — 2005
Finance, Finance, General Business
Countryside HS 1999 — 2001
2B Green World, LLC July 2010 - Present
CLW Real Estate Services Group January 2007 - July 2010
ProVise Asset Management August 2005 - May 2006
KCM Asset Management January 2004 - December 2005
Skills
Property Management, Real Estate, LEED AP, Real Estate Transactions, LEED, Sustainability, Environmental Design, USGBC, GBCI, Real Estate Development, Location Intelligence, Commercial Real Estate, Corporate Real Estate, Brokerage
Education
Stetson University 2001 — 2005
Finance, Finance, General Business
Countryside HS 1999 — 2001
Tucker Donahue's KCM Asset Management Experience January 2012 - June 2012
Job Investment Analyst at GFG Capital
Industry Financial Services
Experience
GFG Capital August 2014 - Present
Toronto Blue Jays June 2012 - May 2014
ZPR Investment Management November 2013 - March 2014
KCM Asset Management January 2012 - June 2012
Roland George Investments Program August 2011 - June 2012
Stetson University 2008 - 2012
Stetson University 2008 - 2012
Skills
Fastballs, Asset Management, Investments, Finance, Bloomberg, Microsoft Excel, Passionate about work, Challenge Driven, Public Speaking, Hedge Funds, Sports Management, Success Driven, Fast Learner
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.2
GFG Capital August 2014 - Present
Toronto Blue Jays June 2012 - May 2014
ZPR Investment Management November 2013 - March 2014
KCM Asset Management January 2012 - June 2012
Roland George Investments Program August 2011 - June 2012
Stetson University 2008 - 2012
Stetson University 2008 - 2012
Skills
Fastballs, Asset Management, Investments, Finance, Bloomberg, Microsoft Excel, Passionate about work, Challenge Driven, Public Speaking, Hedge Funds, Sports Management, Success Driven, Fast Learner
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.2
Richard T. Butcher Richard T. Butcher's KCM Asset Management Experience June 2011 - July 2012
Job Equity Investment Analyst
Industry Investment Management
Experience
Argonne Capital Group March 2015 - Present
SunTrust Robinson Humphrey June 2013 - March 2015
KCM Asset Management June 2011 - July 2012
Skills
Social Media, Strategy, Management, Financial Analysis, Equities, Valuation, Bloomberg, Financial Modeling, Program Management, Investment Banking, Data Analysis
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance, General
Stetson University 2008 — 2012
BBA, Finance & Economics
Argonne Capital Group March 2015 - Present
SunTrust Robinson Humphrey June 2013 - March 2015
KCM Asset Management June 2011 - July 2012
Skills
Social Media, Strategy, Management, Financial Analysis, Equities, Valuation, Bloomberg, Financial Modeling, Program Management, Investment Banking, Data Analysis
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance, General
Stetson University 2008 — 2012
BBA, Finance & Economics
Sean Emory's KCM Asset Management Experience August 2010 - June 2011
Job AVP & Senior Investment Analyst at GFG Capital
Industry Investment Management
Experience
GFG Capital June 2011 - Present
Yale School of Management 2012 - 2012
KCM Asset Management August 2010 - June 2011
Roland George Investment Program August 2010 - June 2011
Skills
Equities, Valuation, Investments, Bloomberg, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Finance, Corporate Finance, Fixed Income, Asset Allocation, Microsoft Excel, Venture Capital, Private Equity, Economics, Investment Management, Financial Markets, Investment Strategies, Mutual Funds, Equity Research, Asset Managment, Hedge Funds, Bloomberg Terminal, Wealth Management
Education
Yale School of Management 2012 — 2012
Global Pre MBA Program, Goldman Sachs Sponsored
Stetson University 2008 — 2011
BA, Finance
GFG Capital June 2011 - Present
Yale School of Management 2012 - 2012
KCM Asset Management August 2010 - June 2011
Roland George Investment Program August 2010 - June 2011
Skills
Equities, Valuation, Investments, Bloomberg, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Finance, Corporate Finance, Fixed Income, Asset Allocation, Microsoft Excel, Venture Capital, Private Equity, Economics, Investment Management, Financial Markets, Investment Strategies, Mutual Funds, Equity Research, Asset Managment, Hedge Funds, Bloomberg Terminal, Wealth Management
Education
Yale School of Management 2012 — 2012
Global Pre MBA Program, Goldman Sachs Sponsored
Stetson University 2008 — 2011
BA, Finance
Gregory Bockhold's KCM Asset Management Experience June 2010 - December 2010
Job Research Manager at Gerson Lehrman Group
Industry Financial Services
Experience
Gerson Lehrman Group (GLG) April 2014 - Present
SEI July 2011 - March 2014
Stetson University May 2009 - May 2011
KCM Asset Management June 2010 - December 2010
Skills
Investments, Financial Analysis
Education
Stetson University 2007 — 2011
BBA, Finance, Accounting
Gerson Lehrman Group (GLG) April 2014 - Present
SEI July 2011 - March 2014
Stetson University May 2009 - May 2011
KCM Asset Management June 2010 - December 2010
Skills
Investments, Financial Analysis
Education
Stetson University 2007 — 2011
BBA, Finance, Accounting
Justin Quigley's KCM Asset Management Experience January 2014 - January 2015
Job Student at Stetson University
Industry Financial Services
Experience
Kcm Asset Management January 2014 - January 2015
Education
Stetson University 2013 — 2017
Accounting and Finance
Kcm Asset Management January 2014 - January 2015
Education
Stetson University 2013 — 2017
Accounting and Finance
Luis Ocejo Luis Ocejo's KCM Asset Management Experience August 2012 - Present
Job Credit Analyst at Reunion Bank of Florida
Industry Financial Services
Experience
Reunion Bank of Florida July 2013 - Present
KCM Asset Management August 2012 - Present
Roland George Investments Program (RGIP) August 2012 - Present
IMG Soccer Academy June 2011 - July 2011
Deland Soccer Program for 8 year-old boys and girls March 2011 - May 2011
Skills
Microsoft Office, SAS Programs, Financial Analysis, Valuation, Research, Investments, Bloomberg, MorningStar, Baseline, Teamwork, Team Building, Team Leadership, Management, Equities, Accounting, Finance, Analysis
Education
University of Florida - Warrington College of Business Administration
Master of Business Administration (M.B.A.)
Stetson University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.8/4.0
University of Innsbruck 2012 — 2012
Reunion Bank of Florida July 2013 - Present
KCM Asset Management August 2012 - Present
Roland George Investments Program (RGIP) August 2012 - Present
IMG Soccer Academy June 2011 - July 2011
Deland Soccer Program for 8 year-old boys and girls March 2011 - May 2011
Skills
Microsoft Office, SAS Programs, Financial Analysis, Valuation, Research, Investments, Bloomberg, MorningStar, Baseline, Teamwork, Team Building, Team Leadership, Management, Equities, Accounting, Finance, Analysis
Education
University of Florida - Warrington College of Business Administration
Master of Business Administration (M.B.A.)
Stetson University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.8/4.0
University of Innsbruck 2012 — 2012
Nathan Dierks Nathan Dierks's KCM Asset Management Experience June 2009 - December 2009
Job Senior Project Manager at BCBGMAXAZRIAGROUP
Industry Marketing and Advertising
Experience
BCBGMAXAZRIAGROUP November 2014 - Present
Guthy-Renker March 2012 - November 2014
Risk Services LLC November 2009 - March 2012
KCM Asset Management June 2009 - December 2009
International Speedway Corporation May 2008 - January 2009
Skills
Underwriting, Corporate Finance, Strategy, Analytics, Project Management, Optimization, Demandware, SharePoint, Digital Marketing, Omniture, Strategic Planning, Web Analytics, Process Improvement, E-commerce, Investments, Analysis, Direct Marketing, Competitive Analysis, Finance, Email Marketing, Financial Modeling, Online Advertising, Mobile Marketing, Digital Strategy, Management, Leadership
Education
Stetson University 2005 — 2009
BBA, Economics, Finance
Hong Kong Baptist University 2008 — 2008
BBA, Finance, Economics
BCBGMAXAZRIAGROUP November 2014 - Present
Guthy-Renker March 2012 - November 2014
Risk Services LLC November 2009 - March 2012
KCM Asset Management June 2009 - December 2009
International Speedway Corporation May 2008 - January 2009
Skills
Underwriting, Corporate Finance, Strategy, Analytics, Project Management, Optimization, Demandware, SharePoint, Digital Marketing, Omniture, Strategic Planning, Web Analytics, Process Improvement, E-commerce, Investments, Analysis, Direct Marketing, Competitive Analysis, Finance, Email Marketing, Financial Modeling, Online Advertising, Mobile Marketing, Digital Strategy, Management, Leadership
Education
Stetson University 2005 — 2009
BBA, Economics, Finance
Hong Kong Baptist University 2008 — 2008
BBA, Finance, Economics
Lauren Toth's KCM Asset Management Experience January 2011 - May 2011
Job VP Client Services at First Allied Securities
Industry Financial Services
Experience
First Allied Securities February 2014 - Present
Interactive Brokers Group October 2011 - July 2013
KCM Asset Management January 2011 - May 2011
Roland George Investments August 2010 - May 2011
CME Group June 2010 - August 2010
Skills
Bloomberg, Financial Analysis, PowerPoint, Valuation, Portfolio Management, Finance, Microsoft Excel, Equity Research, Bloomberg Terminal, Analysis, Fixed Income
Education
Stetson University 2007 — 2011
Bachelor, Business Administration; Finance
Energy Management Institute 2010 — 2010
First Allied Securities February 2014 - Present
Interactive Brokers Group October 2011 - July 2013
KCM Asset Management January 2011 - May 2011
Roland George Investments August 2010 - May 2011
CME Group June 2010 - August 2010
Skills
Bloomberg, Financial Analysis, PowerPoint, Valuation, Portfolio Management, Finance, Microsoft Excel, Equity Research, Bloomberg Terminal, Analysis, Fixed Income
Education
Stetson University 2007 — 2011
Bachelor, Business Administration; Finance
Energy Management Institute 2010 — 2010
Kevin Drake's KCM Asset Management Experience September 2010 - May 2011
Job Sr. Financial Analyst at Enel Green Power
Industry Financial Services
Experience
Enel Green Power North America, Inc. August 2014 - Present
NCR Corporation January 2014 - August 2014
NCR Corporation July 2013 - January 2014
NCR Corporation March 2012 - July 2013
NCR Corporation July 2011 - March 2012
KCM Asset Management September 2010 - May 2011
Roland George Investments Program August 2010 - May 2011
Skills
Treasury Management, Equities, Cash Management, Microsoft Office, Strategic Financial..., Finance, Microsoft Excel, Banking, Bloomberg Terminal, Treasury, CitiDirect, Process Improvement, FX Hedging, Strategic Thinking, Business Communications, Multicultural, Hyperion HFM, Hyperion Enterprise, AssureNet, Essbase, Data Cubes, Financial Reporting, Ad-hoc, Budgets, Strategic Planning, Strategy, Analysis, PowerPoint, Financial Analysis, SAP, SAP BW, Operational Excellence, Financial Modeling, MS Excel Pivot Tables
Education
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Enel Green Power North America, Inc. August 2014 - Present
NCR Corporation January 2014 - August 2014
NCR Corporation July 2013 - January 2014
NCR Corporation March 2012 - July 2013
NCR Corporation July 2011 - March 2012
KCM Asset Management September 2010 - May 2011
Roland George Investments Program August 2010 - May 2011
Skills
Treasury Management, Equities, Cash Management, Microsoft Office, Strategic Financial..., Finance, Microsoft Excel, Banking, Bloomberg Terminal, Treasury, CitiDirect, Process Improvement, FX Hedging, Strategic Thinking, Business Communications, Multicultural, Hyperion HFM, Hyperion Enterprise, AssureNet, Essbase, Data Cubes, Financial Reporting, Ad-hoc, Budgets, Strategic Planning, Strategy, Analysis, PowerPoint, Financial Analysis, SAP, SAP BW, Operational Excellence, Financial Modeling, MS Excel Pivot Tables
Education
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Bret Feldman's KCM Asset Management Experience January 2007 - May 2008
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab June 2011 - June 2015
Charles Schwab April 2010 - June 2011
Charles Schwab May 2008 - April 2010
KCM Asset Management January 2007 - May 2008
Skills
Strength Training, Change Management, Employee Engagement, People Skills
Education
University of Florida - Warrington College Of Business 2010 — 2011
MBA
Stetson University 2004 — 2008
B.A.
Charles Schwab June 2015 - Present
Charles Schwab June 2011 - June 2015
Charles Schwab April 2010 - June 2011
Charles Schwab May 2008 - April 2010
KCM Asset Management January 2007 - May 2008
Skills
Strength Training, Change Management, Employee Engagement, People Skills
Education
University of Florida - Warrington College Of Business 2010 — 2011
MBA
Stetson University 2004 — 2008
B.A.
Ben Ferguson Ben Ferguson's KCM Asset Management Experience May 2005 - August 2005
Job President at Personnel Placements Holdings, LLC
Industry Staffing and Recruiting
Experience
Personnel Placements, LLC August 2005 - Present
theCO January 2014 - Present
KCM Asset Management May 2005 - August 2005
Pentair Tool and Equipment January 2002 - April 2004
Skills
Recruiting, Strategic Planning, Human Resources, Business Development, Workforce Development, Strategic Alliances, Budgets, Marketing, Temporary Placement, Leadership, Insurance, Finance, Risk Management, Employee Benefits, Talent Acquisition, Time Management, Sales, Training, Strategy, Employee Relations, Policy, Management, Organizational..., Leadership Development, Mergers & Acquisitions, Account Management
Education
Stetson University 2004 — 2005
MBA
University of Tennessee-Knoxville 1997 — 2001
BS
University School of Jackson 1993 — 1997
Personnel Placements, LLC August 2005 - Present
theCO January 2014 - Present
KCM Asset Management May 2005 - August 2005
Pentair Tool and Equipment January 2002 - April 2004
Skills
Recruiting, Strategic Planning, Human Resources, Business Development, Workforce Development, Strategic Alliances, Budgets, Marketing, Temporary Placement, Leadership, Insurance, Finance, Risk Management, Employee Benefits, Talent Acquisition, Time Management, Sales, Training, Strategy, Employee Relations, Policy, Management, Organizational..., Leadership Development, Mergers & Acquisitions, Account Management
Education
Stetson University 2004 — 2005
MBA
University of Tennessee-Knoxville 1997 — 2001
BS
University School of Jackson 1993 — 1997
Alexander Bowen Alexander Bowen's KCM Asset Management Experience May 2013 - January 2014
Job Exception Processing Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2014 - Present
Factory eStores May 2012 - Present
Roland George Investment Program August 2013 - May 2014
Stetson University June 2013 - May 2014
KCM Asset Management May 2013 - January 2014
Stetson University August 2012 - July 2013
Stetson University August 2012 - December 2012
Skills
Investments, Valuation, Budgets, Financial Analysis, Bloomberg Terminal, Financial Markets, Asset Management, Accounting, Equity Valuation, Pricing Analysis, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Equity Trading, Bloomberg, Finance
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Leopold-Franzens Universität Innsbruck 2012 — 2012
Study Abroad Program, Business Statistics and Strategic Management
G.A.M.E. Conference 2014 — 2014
Pershing, a BNY Mellon company July 2014 - Present
Factory eStores May 2012 - Present
Roland George Investment Program August 2013 - May 2014
Stetson University June 2013 - May 2014
KCM Asset Management May 2013 - January 2014
Stetson University August 2012 - July 2013
Stetson University August 2012 - December 2012
Skills
Investments, Valuation, Budgets, Financial Analysis, Bloomberg Terminal, Financial Markets, Asset Management, Accounting, Equity Valuation, Pricing Analysis, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Equity Trading, Bloomberg, Finance
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Leopold-Franzens Universität Innsbruck 2012 — 2012
Study Abroad Program, Business Statistics and Strategic Management
G.A.M.E. Conference 2014 — 2014
Richard Porteous's KCM Asset Management Experience May 2008 - December 2009
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
UBS Investment Bank 2010 - June 2013
SEI Investments September 2009 - October 2010
KCM Asset Management May 2008 - December 2009
Skills
Equities, Bloomberg, Financial Services, Fixed Income, Hedge Funds, Trading, Valuation
Education
Stetson University 2004 — 2008
Bank of America Merrill Lynch June 2013 - Present
UBS Investment Bank 2010 - June 2013
SEI Investments September 2009 - October 2010
KCM Asset Management May 2008 - December 2009
Skills
Equities, Bloomberg, Financial Services, Fixed Income, Hedge Funds, Trading, Valuation
Education
Stetson University 2004 — 2008
Chad McVeigh's KCM Asset Management Experience August 2009 - Present
Job at KCM Asset Management
Industry Investment Management
Experience
KCM Asset Management August 2009 - Present
The Newport Group June 2009 - October 2009
Education
Stetson University 2007 — 2010
KCM Asset Management August 2009 - Present
The Newport Group June 2009 - October 2009
Education
Stetson University 2007 — 2010
Adam Tindle, CFA's KCM Asset Management Experience 2006 - 2007
Job Equity Research Associate at Raymond James
Industry Investment Management
Experience
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Gretchen Jewell's KCM Asset Management Experience May 2005 - March 2007
Job Senior Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil June 2010 - Present
H&M Events Management July 2009 - February 2013
Charles Schwab March 2007 - July 2009
KCM Asset Management May 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Series 7, Process Improvement, Series 63, Financial Reporting, Corporate Finance, Forecasting, Accounting, Data Analysis, Microsoft Excel, Budgets, Retirement Planning, Business Analysis, 401k, Cross-functional Team..., Strategic Planning, Project Management, Leadership, Microsoft Office, Business Strategy, Program Management, Operations Management, Internal Audit, Business Development, Access, Analysis, Analytics, Auditing, Asset Management, Banking, Bloomberg, Business Planning, Cash Flow, Competitive Analysis, Credit, Due Diligence, Equities, Equity Research, Financial Planning, Management, Market Research, Mergers, Portfolio Management, Private Equity, Risk Management, Strategy
Education
University of Florida 2009 — 2010
MBA, Marketing, Competive Strategy, Finance
Stetson University 2002 — 2006
BBA, Finance
ExxonMobil June 2010 - Present
H&M Events Management July 2009 - February 2013
Charles Schwab March 2007 - July 2009
KCM Asset Management May 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Series 7, Process Improvement, Series 63, Financial Reporting, Corporate Finance, Forecasting, Accounting, Data Analysis, Microsoft Excel, Budgets, Retirement Planning, Business Analysis, 401k, Cross-functional Team..., Strategic Planning, Project Management, Leadership, Microsoft Office, Business Strategy, Program Management, Operations Management, Internal Audit, Business Development, Access, Analysis, Analytics, Auditing, Asset Management, Banking, Bloomberg, Business Planning, Cash Flow, Competitive Analysis, Credit, Due Diligence, Equities, Equity Research, Financial Planning, Management, Market Research, Mergers, Portfolio Management, Private Equity, Risk Management, Strategy
Education
University of Florida 2009 — 2010
MBA, Marketing, Competive Strategy, Finance
Stetson University 2002 — 2006
BBA, Finance
Camiel Canters's KCM Asset Management Experience May 2009 - March 2010
Job
Industry Apparel & Fashion
Experience
Flomotion, LLC October 2010 - Present
Roland George Investment Program August 2009 - May 2010
KCM Asset Management May 2009 - March 2010
Merrill Lynch May 2009 - July 2009
Stetson University May 2008 - May 2009
Skills
Dutch, Papiamentu, Spanish, Financial Analysis, Bloomberg Terminal, Thompson Reuters, Baseline, Morningstar, Microsoft Office, SAS, PowerPoint, Entrepreneurship, Finance, Investments, Leadership, Marketing, Microsoft Excel, Portfolio Management, Research, Social Media
Education
Stetson University 2010 — 2011
MBA, Finance
Stetson University 2006 — 2010
BBA, Finance
Flomotion, LLC October 2010 - Present
Roland George Investment Program August 2009 - May 2010
KCM Asset Management May 2009 - March 2010
Merrill Lynch May 2009 - July 2009
Stetson University May 2008 - May 2009
Skills
Dutch, Papiamentu, Spanish, Financial Analysis, Bloomberg Terminal, Thompson Reuters, Baseline, Morningstar, Microsoft Office, SAS, PowerPoint, Entrepreneurship, Finance, Investments, Leadership, Marketing, Microsoft Excel, Portfolio Management, Research, Social Media
Education
Stetson University 2010 — 2011
MBA, Finance
Stetson University 2006 — 2010
BBA, Finance
Edward Dougherty III's KCM Asset Management Experience December 2008 - May 2009
Job Banking Professional
Industry Banking
Experience
Florida Citizens Bank January 2011 - July 2013
Probank, Inc. 2009 - 2010
KCM Asset Management December 2008 - May 2009
Skills
C++, Excel, Word, PowerPoint, Bloomberg, Reuters, Calculus I-III, Linear Algebra, Differential Equations
Education
Florida State University 2010 — 2011
None, Mathematics, Mathematics GPA: 3.2
Stetson University 2005 — 2009
Bachelor of Business Administration (BBA), finance, GPA 3.6 (Cum Laude)
Florida Citizens Bank January 2011 - July 2013
Probank, Inc. 2009 - 2010
KCM Asset Management December 2008 - May 2009
Skills
C++, Excel, Word, PowerPoint, Bloomberg, Reuters, Calculus I-III, Linear Algebra, Differential Equations
Education
Florida State University 2010 — 2011
None, Mathematics, Mathematics GPA: 3.2
Stetson University 2005 — 2009
Bachelor of Business Administration (BBA), finance, GPA 3.6 (Cum Laude)