Derek Dobecki

Corporate Officer/Principal bei

CFA Institute

Finance

Consumer Services

Commercial Services

Profil

Mr. Derek M.
Dobecki, CFA MBA, is a Managing Director of Private Client Group at SCS Capital Management LLC and a Member at CFA Institute.
He has over 24 years of experience in the investment business.
Mr. Dobecki works with families to develop customized investment strategies that meet their needs, integrates those investment strategies within the family’s broader wealth management architecture, and identifies wealth management planning opportunities for clients.
Prior to joining SCS, Mr. Dobecki worked at Fidelity Investment’s Strategic Advisers Group, Ironwood Capital Management, and in the Mergers & Acquisitions group for Banc of America Securities.
He earned a B.B.A. in Finance and Business Economics from the University of Notre Dame and an M.B.A. from the Wharton School of the University of Pennsylvania.
He is a member of the CFA Institute and CFA Society Boston.

Aktive Positionen von Derek Dobecki

Unternehmen	Position	Beginn
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
SCS Capital Management LLC SCS Capital Management LLC Investment ManagersFinance SCS seeks to construct portfolios with higher expected returns and better downside protection over the investment horizon. The firm utilizes low-cost, liquid, and passive strategies—index, enhanced index, tax-managed, and ‘smart beta’—in areas of the capital markets where active management has shown difficulties in producing excess returns.	Portfolio Manager-Aktien	01.01.2005

Alle aktiven Positionen von Derek Dobecki

Ehemalige bekannte Positionen von Derek Dobecki

Unternehmen	Position	Ende
Ironwood Investment Management LLC Ironwood Investment Management LLC Investment ManagersFinance Ironwood applies a fundamental, bottom-up approach in all their investment strategies. The firm primarily invests in companies which they believe are selling at a substantial discount to potential future value and only make an investment after doing their own careful research. They invest in companies across a range of market capitalizations including small and micro-cap companies.	Analyst-Equity	01.12.2005
The Leukemia & Lymphoma Society, Inc. The Leukemia & Lymphoma Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization dedicated to funding research, education and support services for all blood cancers	Direktor/Vorstandsmitglied	-

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	6
SCS Capital Management LLC SCS Capital Management LLC Investment ManagersFinance SCS seeks to construct portfolios with higher expected returns and better downside protection over the investment horizon. The firm utilizes low-cost, liquid, and passive strategies—index, enhanced index, tax-managed, and ‘smart beta’—in areas of the capital markets where active management has shown difficulties in producing excess returns.	Finance
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ironwood Investment Management LLC Ironwood Investment Management LLC Investment ManagersFinance Ironwood applies a fundamental, bottom-up approach in all their investment strategies. The firm primarily invests in companies which they believe are selling at a substantial discount to potential future value and only make an investment after doing their own careful research. They invest in companies across a range of market capitalizations including small and micro-cap companies.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Leukemia & Lymphoma Society, Inc. The Leukemia & Lymphoma Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization dedicated to funding research, education and support services for all blood cancers	Commercial Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services