SCM Advisors LLC
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SCM Advisors LLC Employees
Employee
Years
Job
Industry
Annie Yum Annie Yum's SCM Advisors LLC Experience May 2001 - July 2011
Job Accounting Professional
Industry Accounting
Experience
MyFitnessPal January 2014 - Present
School Loop September 2011 - Present
Glooko March 2012 - November 2014
Bump Technologies January 2012 - July 2013
Pulse News January 2013 - April 2013
Game Insight 2012 - 2012
SCM Advisors LLC May 2001 - July 2011
Optivo July 2000 - May 2001
Babcock & Brown September 1999 - July 2000
Chinatown Community Development Center December 1991 - September 1999
Skills
Financial Reporting, Asset Managment, FRx, Revenue Recognition, GAAP, Year-end Close, Fixed Assets, QuickBooks, ADP Payroll, ADP ReportSmith, Invoicing, Epicor, Financial Modeling, Financial Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Budgets, Accounting, Financial Analysis, Asset Management, Auditing, Journal Entries, Payroll, Analysis, Sarbanes-Oxley Act, Internal Audit, Managerial Finance
Education
San Francisco State University
BS
MyFitnessPal January 2014 - Present
School Loop September 2011 - Present
Glooko March 2012 - November 2014
Bump Technologies January 2012 - July 2013
Pulse News January 2013 - April 2013
Game Insight 2012 - 2012
SCM Advisors LLC May 2001 - July 2011
Optivo July 2000 - May 2001
Babcock & Brown September 1999 - July 2000
Chinatown Community Development Center December 1991 - September 1999
Skills
Financial Reporting, Asset Managment, FRx, Revenue Recognition, GAAP, Year-end Close, Fixed Assets, QuickBooks, ADP Payroll, ADP ReportSmith, Invoicing, Epicor, Financial Modeling, Financial Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Budgets, Accounting, Financial Analysis, Asset Management, Auditing, Journal Entries, Payroll, Analysis, Sarbanes-Oxley Act, Internal Audit, Managerial Finance
Education
San Francisco State University
BS
Laura Milner Laura Milner's SCM Advisors LLC Experience March 2000 - May 2010
Job Senior Investment Manager at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank May 2010 - Present
SCM Advisors LLC March 2000 - May 2010
Seneca Capital Management 2000 - 2010
Wells Capital Managment 1988 - 2000
Education
University of Minnesota Duluth
Wells Fargo Private Bank May 2010 - Present
SCM Advisors LLC March 2000 - May 2010
Seneca Capital Management 2000 - 2010
Wells Capital Managment 1988 - 2000
Education
University of Minnesota Duluth
Kat Gartin Kat Gartin's SCM Advisors LLC Experience 2008 - 2008
Job Freelancer
Industry Graphic Design
Experience
Kat Scratch Designs June 2012 - Present
Joyent May 2011 - June 2012
SCM Advisors LLC 2008 - 2008
Merriman Curhan Ford & Co. 2003 - 2005
Skills
Salesforce.com, Marketing, Social Media, Social Media Marketing, Facebook, Start-ups, Online Marketing, Social Networking, Leadership, WordPress, Marketing Communications, E-commerce, Event Management, Entrepreneurship, Product Management, Digital Media
Education
Arizona State University 1991 — 1993
B.S., Recreation, Tourism, & Hotel Management with a minor in Exercise Science & Physical Education
Kat Scratch Designs June 2012 - Present
Joyent May 2011 - June 2012
SCM Advisors LLC 2008 - 2008
Merriman Curhan Ford & Co. 2003 - 2005
Skills
Salesforce.com, Marketing, Social Media, Social Media Marketing, Facebook, Start-ups, Online Marketing, Social Networking, Leadership, WordPress, Marketing Communications, E-commerce, Event Management, Entrepreneurship, Product Management, Digital Media
Education
Arizona State University 1991 — 1993
B.S., Recreation, Tourism, & Hotel Management with a minor in Exercise Science & Physical Education
Albert J. Gutierrez's SCM Advisors LLC Experience April 2002 - February 2008
Job Partner at Atlas Capital Advisors LLC
Industry Investment Management
Experience
Atlas Capital Advisors LLC August 2010 - Present
AJG Consulting February 2008 - August 2010
SCM Advisors LLC April 2002 - February 2008
American General April 2000 - November 2001
Conseco January 1988 - March 2000
Kidder Peabody July 1983 - December 1987
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Investment Advisory, Capital Markets, Financial Advisory, Equity Research, Equities, Asset Allocation, Investment Management, Due Diligence, Finance, ABS, Loans, Trading, Insurance, Mutual Funds, Bonds, Management, High Yield, Wealth Management..., Asset Managment, Credit, Bloomberg, Alternative Investments, Structured Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Atlas Capital Advisors LLC August 2010 - Present
AJG Consulting February 2008 - August 2010
SCM Advisors LLC April 2002 - February 2008
American General April 2000 - November 2001
Conseco January 1988 - March 2000
Kidder Peabody July 1983 - December 1987
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Investment Advisory, Capital Markets, Financial Advisory, Equity Research, Equities, Asset Allocation, Investment Management, Due Diligence, Finance, ABS, Loans, Trading, Insurance, Mutual Funds, Bonds, Management, High Yield, Wealth Management..., Asset Managment, Credit, Bloomberg, Alternative Investments, Structured Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Jarrod Jacobi, AWMA® Jarrod Jacobi, AWMA®'s SCM Advisors LLC Experience November 1996 - August 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Waddell & Reed May 2011 - October 2012
SCM Advisors LLC November 1996 - August 2009
Schonfeld Securities January 1996 - July 1996
CMJ Partners, LLC. September 1994 - January 1996
Skills
Equities, Trading, Equity Trading, Finance, Hedge Funds, Financial Services, Options, Management, Insurance, Project Planning
Education
Johnson and Wales University
Bachelor of Science
Johnson and Wales University
AOS, Culinary Arts
Wells Fargo Advisors October 2012 - Present
Waddell & Reed May 2011 - October 2012
SCM Advisors LLC November 1996 - August 2009
Schonfeld Securities January 1996 - July 1996
CMJ Partners, LLC. September 1994 - January 1996
Skills
Equities, Trading, Equity Trading, Finance, Hedge Funds, Financial Services, Options, Management, Insurance, Project Planning
Education
Johnson and Wales University
Bachelor of Science
Johnson and Wales University
AOS, Culinary Arts
Mary Raso Mary Raso's SCM Advisors LLC Experience April 2002 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Kaspick & Company November 2008 - Present
SCM Advisors LLC April 2002 - October 2008
Sand Hill Advisors May 2000 - April 2002
Exponent Failure Analysis Associates March 1998 - May 2000
Skills
Client Relations, Trust Management, Planned Giving, Asset Allocation
Education
California State University-Fullerton
Certificate, Professional Fiduciary Management - Trusts
California State University-Fullerton
Certificate, Professional Fiduciary Management - Conservatorships
Notre Dame de Namur University
BS, Human Services
Kaspick & Company November 2008 - Present
SCM Advisors LLC April 2002 - October 2008
Sand Hill Advisors May 2000 - April 2002
Exponent Failure Analysis Associates March 1998 - May 2000
Skills
Client Relations, Trust Management, Planned Giving, Asset Allocation
Education
California State University-Fullerton
Certificate, Professional Fiduciary Management - Trusts
California State University-Fullerton
Certificate, Professional Fiduciary Management - Conservatorships
Notre Dame de Namur University
BS, Human Services
Christina York Christina York's SCM Advisors LLC Experience June 2009 - August 2009
Job Wealth Management Associate at Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman September 2012 - Present
Constellation Wealth Advisors March 2011 - September 2012
LPL Financial (dba Financial Independence LLC) August 2009 - March 2011
SCM Advisors LLC June 2009 - August 2009
Wells Fargo (Security Investment Group) August 2008 - June 2009
Bank of America August 2006 - August 2008
Reno Sparks Chamber of Commerce June 2001 - August 2004
Skills
Series 7, Series 63, Series 65, Fixed Income, Equities, Portfolio Management, Investments, Trading, Mutual Funds, Banking, FINRA, Asset Allocation, Wealth Management, Derivatives, Hedge Funds, Bonds, Finance, Options, Private Equity, Alternative Investments, Securities, Investment Strategies, Investment Advisory, Asset Management, Investment Management, Strategic Financial..., Wealth Management..., Financial Advisory, Fund Of Funds, Chartered Financial...
Education
Saint Mary's College of California 2008 — 2009
M.S. Financial Analysis and Investment Management, Finance, Investment
Saint Mary's College of California 2005 — 2008
B.S. Economics (Psychology minor), Economics, Psychology
Reno High School 2001 — 2005
Neuberger Berman September 2012 - Present
Constellation Wealth Advisors March 2011 - September 2012
LPL Financial (dba Financial Independence LLC) August 2009 - March 2011
SCM Advisors LLC June 2009 - August 2009
Wells Fargo (Security Investment Group) August 2008 - June 2009
Bank of America August 2006 - August 2008
Reno Sparks Chamber of Commerce June 2001 - August 2004
Skills
Series 7, Series 63, Series 65, Fixed Income, Equities, Portfolio Management, Investments, Trading, Mutual Funds, Banking, FINRA, Asset Allocation, Wealth Management, Derivatives, Hedge Funds, Bonds, Finance, Options, Private Equity, Alternative Investments, Securities, Investment Strategies, Investment Advisory, Asset Management, Investment Management, Strategic Financial..., Wealth Management..., Financial Advisory, Fund Of Funds, Chartered Financial...
Education
Saint Mary's College of California 2008 — 2009
M.S. Financial Analysis and Investment Management, Finance, Investment
Saint Mary's College of California 2005 — 2008
B.S. Economics (Psychology minor), Economics, Psychology
Reno High School 2001 — 2005
Maxwell E. Bublitz, CFA Maxwell E. Bublitz, CFA's SCM Advisors LLC Experience 2005 - 2011
Job President/CEO, Chief Investment Officer, Chief Strategist, Portfolio Manager
Industry Investment Management
Experience
SCM Advisors LLC 2005 - 2011
Conseco Inc 1994 - 2003
Conseco Capital Management 1987 - 2003
Transamerica Investment Services 1985 - 1987
Skills
Derivatives, Trading, Investments, Portfolio Management, Mutual Funds, Investment Management, Bonds, Mergers & Acquisitions
Education
University of Southern California 1983 — 1985
Master of Business Administration (MBA), Corporate Finance, Investments
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration
SCM Advisors LLC 2005 - 2011
Conseco Inc 1994 - 2003
Conseco Capital Management 1987 - 2003
Transamerica Investment Services 1985 - 1987
Skills
Derivatives, Trading, Investments, Portfolio Management, Mutual Funds, Investment Management, Bonds, Mergers & Acquisitions
Education
University of Southern California 1983 — 1985
Master of Business Administration (MBA), Corporate Finance, Investments
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration
Julianne Bishop's SCM Advisors LLC Experience 2003 - March 2013
Job Web Developer at BRMS
Industry Financial Services
Experience
BRMS August 2013 - Present
SCM Advisors LLC 2003 - March 2013
Socratic Technologies 2000 - 2002
ABM Industries 1993 - 2000
Skills
SQL, Microsoft SQL Server, Software Development, .NET, VB.NET, Visual Basic, ASP.NET, ASP, JavaScript, HTML, Stored Procedures, SDLC, Bloomberg, Integration, Analysis, Microsoft Excel, Project Management, Requirements Analysis, Database Design, VBA, Databases, Microsoft Office, Disaster Recovery, Crystal Reports, T-SQL Stored Procedures, Data Analysis, Business Process..., Data Transformation, Batch Processing, Software Design, Relational Databases, Relational Data Modeling, Programming Languages, FTP, Agile Methodologies, Vendor Management, Scrum
Education
University of California, Berkeley
BRMS August 2013 - Present
SCM Advisors LLC 2003 - March 2013
Socratic Technologies 2000 - 2002
ABM Industries 1993 - 2000
Skills
SQL, Microsoft SQL Server, Software Development, .NET, VB.NET, Visual Basic, ASP.NET, ASP, JavaScript, HTML, Stored Procedures, SDLC, Bloomberg, Integration, Analysis, Microsoft Excel, Project Management, Requirements Analysis, Database Design, VBA, Databases, Microsoft Office, Disaster Recovery, Crystal Reports, T-SQL Stored Procedures, Data Analysis, Business Process..., Data Transformation, Batch Processing, Software Design, Relational Databases, Relational Data Modeling, Programming Languages, FTP, Agile Methodologies, Vendor Management, Scrum
Education
University of California, Berkeley
Drew Conrad, CFA's SCM Advisors LLC Experience January 2008 - December 2008
Job VP Fixed Income Trader, Denver Investments
Industry Financial Services
Experience
Denver Investments July 2010 - Present
SCM Advisors LLC January 2008 - December 2008
SCM Advisors LLC January 2006 - December 2008
AIG Global Investment Group January 2003 - December 2005
AIG Global Investment Group January 2001 - January 2003
Skills
Fixed Income, Portfolio Management, Equities, Asset Allocation, Securities, Financial Services, Investments, Financial Modeling, Trading, Bonds, Mutual Funds, Asset Management, Valuation, Finance, Capital Markets
Education
Rice University 1996 — 2000
BA, Economics & Managerial Studies
Denver Investments July 2010 - Present
SCM Advisors LLC January 2008 - December 2008
SCM Advisors LLC January 2006 - December 2008
AIG Global Investment Group January 2003 - December 2005
AIG Global Investment Group January 2001 - January 2003
Skills
Fixed Income, Portfolio Management, Equities, Asset Allocation, Securities, Financial Services, Investments, Financial Modeling, Trading, Bonds, Mutual Funds, Asset Management, Valuation, Finance, Capital Markets
Education
Rice University 1996 — 2000
BA, Economics & Managerial Studies
Charlie Dicke's SCM Advisors LLC Experience 1991 - 2002
Job Owner, Pacific Madrone Capital
Industry Investment Management
Experience
Pacific Madrone Capital January 2005 - Present
Standard Pacific Capital September 2002 - July 2004
SCM Advisors LLC 1991 - 2002
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Alternative Investments, Asset Managment, Trading, Investments, High Yield, Hedge Funds
Education
Stanford University 1986 — 1987
Master's degree, Operations Research
Stanford University 1982 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Pacific Madrone Capital January 2005 - Present
Standard Pacific Capital September 2002 - July 2004
SCM Advisors LLC 1991 - 2002
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Alternative Investments, Asset Managment, Trading, Investments, High Yield, Hedge Funds
Education
Stanford University 1986 — 1987
Master's degree, Operations Research
Stanford University 1982 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Patrick Reese's SCM Advisors LLC Experience May 2006 - December 2008
Job Marketing and Client Service Manager at Victoria 1522 Investments
Industry Investment Management
Experience
Victoria 1522 Investments, LP October 2009 - September 2014
SCM Advisors LLC May 2006 - December 2008
Barclays Global Investors July 2004 - May 2006
Fragomen, Del Rey, Bernsen & Loewy July 1999 - March 2003
Education
California State University-Long Beach
Bachelor of Science (BS) Business Administration, Marketing
Victoria 1522 Investments, LP October 2009 - September 2014
SCM Advisors LLC May 2006 - December 2008
Barclays Global Investors July 2004 - May 2006
Fragomen, Del Rey, Bernsen & Loewy July 1999 - March 2003
Education
California State University-Long Beach
Bachelor of Science (BS) Business Administration, Marketing
Luke A. Jacobson, CFA's SCM Advisors LLC Experience June 2002 - January 2004
Job Principal, Portfolio Manager at Wall Street Associates, LLC
Industry Investment Management
Experience
Wall Street Associates, LLC January 2012 - Present
Wall Street Associates, LLC October 2011 - January 2012
Wall Street Associates, LLC August 2004 - October 2011
SCM Advisors LLC June 2002 - January 2004
Thomas Weisel Partners February 2001 - July 2002
Skills
Equities, Financial Modeling, Financial Services, Capital Markets, Asset Allocation, Equity Valuation, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg, Hedge Funds
Education
University of Missouri-Columbia 1996 — 2000
BS, Finance
raytown south high school
Wall Street Associates, LLC January 2012 - Present
Wall Street Associates, LLC October 2011 - January 2012
Wall Street Associates, LLC August 2004 - October 2011
SCM Advisors LLC June 2002 - January 2004
Thomas Weisel Partners February 2001 - July 2002
Skills
Equities, Financial Modeling, Financial Services, Capital Markets, Asset Allocation, Equity Valuation, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg, Hedge Funds
Education
University of Missouri-Columbia 1996 — 2000
BS, Finance
raytown south high school
William Grace's SCM Advisors LLC Experience May 2005 - August 2010
Job Financial Service Professional
Industry Financial Services
Experience
Kaspick & Company April 2012 - October 2012
Union Bank January 2011 - April 2012
SCM Advisors LLC May 2005 - August 2010
RCM / Bank of New York-Mellon May 1999 - May 2005
AIM (formally GT Global) February 1996 - February 1999
Skills
Equities, Fixed Income, Account Reconciliation, Bloomberg, Accounting, Portfolio Management, Mutual Funds, Banking, Securities, Cash Management
Education
Grambling State University
B.S., Accounting
Kaspick & Company April 2012 - October 2012
Union Bank January 2011 - April 2012
SCM Advisors LLC May 2005 - August 2010
RCM / Bank of New York-Mellon May 1999 - May 2005
AIM (formally GT Global) February 1996 - February 1999
Skills
Equities, Fixed Income, Account Reconciliation, Bloomberg, Accounting, Portfolio Management, Mutual Funds, Banking, Securities, Cash Management
Education
Grambling State University
B.S., Accounting
Monica Axelrode's SCM Advisors LLC Experience 1999 - 2004
Job Independent Contractor
Industry Financial Services
Experience
Wilson Financial Consulting 2011 - 2013
SCM Advisors LLC 1999 - 2004
R.V. Kuhns & Associates 1998 - 1999
Callan Associates 1995 - 1998
Skills
Client Service Oriented, Marketing, Project Management, Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Bookkeeping, QuickBooks, Payroll, Investments, Portfolio Management, Finance
Education
University of California, Santa Barbara 1988 — 1992
BA, Business/Economics
Wilson Financial Consulting 2011 - 2013
SCM Advisors LLC 1999 - 2004
R.V. Kuhns & Associates 1998 - 1999
Callan Associates 1995 - 1998
Skills
Client Service Oriented, Marketing, Project Management, Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Bookkeeping, QuickBooks, Payroll, Investments, Portfolio Management, Finance
Education
University of California, Santa Barbara 1988 — 1992
BA, Business/Economics