Scott Andrew Chapman

Vorstandsvorsitzender bei Chapman Investment Management LLC

Finance

Consumer Services

Profil

Mr. Scott A.
Chapman, CFA MBA, is a Chief Executive Officer & Portfolio Manager at Chapman Investment Management LLC.
He founded the firm in 2013.
He has over twenty-five years of experience managing investment portfolios and performing securities analysis.
He was Managing Director and Portfolio Manager with Lateef Investment Management from 2002-2012.
Previous positions included Senior Portfolio Manager, Director of Large-Cap Growth Strategy, and Research Director at Dreyfus Founders Asset Management, and Senior Portfolio Manager and Director of Growth Strategy at HighMark Capital Management.
At HighMark, he designed and managed the investment strategy for the HighMark Growth Fund, which was also awarded a top five-star Morningstar performance rating.
He received his M.B.A.
in Finance from Golden Gate University and his B.S.
in Accounting from Santa Clara University.
He is also a Chartered Financial Analyst.

Aktive Positionen von Scott Andrew Chapman

Unternehmen	Position	Beginn
Chapman Investment Management LLC Chapman Investment Management LLC Investment ManagersFinance Chapman Investment Management LLC (CIM) is an independent registered investment advisor and hedge fund manager headquartered in San Anselmo, California. The firm was founded in 2013 and is wholly-owned Scott A. Chapman. CIM provides professional discretionary portfolio management through separately managed accounts to individuals for taxable and retirement accounts, and to corporate pension plans, charitable foundations and academic endowments.	Vorstandsvorsitzender	01.01.2013

Alle aktiven Positionen von Scott Andrew Chapman

Ehemalige bekannte Positionen von Scott Andrew Chapman

Unternehmen	Position	Ende
Tran Capital Management LP Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company.	Analyst-Equity	19.10.2010
Founders Asset Management LLC Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds	Portfolio Manager-Aktien	28.02.2002
HighMark Capital Management, Inc. HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.	Portfolio Manager-Aktien	01.01.1992

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Ausbildung von Scott Andrew Chapman

Golden Gate University	Masters Business Admin
Santa Clara University	Undergraduate Degree

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Unternehmensverbindungen

Private Unternehmen	4
Founders Asset Management LLC Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds	Finance
HighMark Capital Management, Inc. HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.	Finance
Tran Capital Management LP Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company.	Finance
Chapman Investment Management LLC Chapman Investment Management LLC Investment ManagersFinance Chapman Investment Management LLC (CIM) is an independent registered investment advisor and hedge fund manager headquartered in San Anselmo, California. The firm was founded in 2013 and is wholly-owned Scott A. Chapman. CIM provides professional discretionary portfolio management through separately managed accounts to individuals for taxable and retirement accounts, and to corporate pension plans, charitable foundations and academic endowments.	Finance

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