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Derek Dobecki
Corporate Officer/Principal chez
CFA Institute
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.
Postes actifs de Derek Dobecki
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Anciens postes connus de Derek Dobecki
| Sociétés | Poste | Fin |
|---|---|---|
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 | Directeur/Membre du Conseil | - |
Formation de Derek Dobecki
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
