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Profil
Mr. Scott C.
Benner, CFA MBA, is President & Chief Executive Officer at Nelson Capital Management LLC.
His main areas of focus are investment strategy, client relationships and managing the firm.
Before joining Nelson Capital in 2004, Mr. Benner was a Senior Vice President for Wells Fargo Private Client Services.
Prior to Wells Fargo, he was Senior Managing Director of First American Asset Management, and Chief Investment officer for West One Bank.
He has over 32 years of experience.
He holds a BS from California State Chico and an MBA from Santa Clara University, and is a member of the CFA Institute.
Anciens postes connus de Scott Craig Benner
| Sociétés | Poste | Fin |
|---|---|---|
Nelson Capital Management LLC
 Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Directeur Général | 01/12/2016 |
Wells Fargo Private Client Services
 Wells Fargo Private Client Services Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | - |
West One Bank (Kalispell, Montana)
 West One Bank (Kalispell, Montana) Regional BanksFinance State chartered commercial bank | Directeur en chef des Investissements | - |
Nelson Capital Management, Inc.
 Nelson Capital Management, Inc. Investment ManagersFinance Nelson Capital Management (NCM) specializes in socially responsible and sustainable investing. The firm seeks to provide for the long-term growth of assets while minimizing the volatility of returns. NCM selects investments from high-quality stocks, bonds, cash equivalents, alternative investments and offers access to other investment resources or mutual funds when appropriate. NCM's investment process begins with establishing strategic and tactical asset allocation weightings for various asset classes including directional shifts regarding domestic versus international, growth versus value, large-cap versus small-cap and high-quality versus low-quality. The firm uses proprietary metrics in their asset allocation decisions and also uses non-proprietary tools to review historical asset class performance, correlations and volatility. NCM also utilizes Monte Carlo simulations at this level for specific clients to test the probabilities of reaching their long-term goals. The firm's Large-Cap Equity strategy is based on a GARP investment approach that targets companies that demonstrate leadership in growing industries and are currently undervalued relative to the broader markets. A proprietary framework, based on quantitative techniques, fundamental analysis and qualitative judgment is used to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM considers a variety of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are selected based on exemplary credit rating, competitive projected returns and other factors. NCM's fixed-income strategy is dependent on each client's tax sensitivity. NCM's customized socially responsible portfolios offer clients the opportunity to earn competitive returns through investments that are consistent with their personal values. The firm analyzes corporate behavior using over 40 social screens, including both supportive and exclusionary criteria, which cover a broad range of social issues. Companies are screened based on: community impact, corporate governance, diversity, employee relations, environment and sustainability, international relations and human rights and products and services. Screens following specific religions are also available including Catholic, Conservative Christian and Islamic. Companies that are automatically excluded from NCM's socially responsible investment portfolios include: (1) companies that derive revenues from the production of tobacco products or from activities closely associated with the production of tobacco products (2) companies that manufacture handguns, automatic weapons or rifles or that derive substantial revenues from the distribution and/or sale of handguns or weapons and (3) companies that generates electricity from nuclear fuels or own an interest in a nuclear power plant (4) companies that derive substantial revenue from the design or construction of nuclear power plants (5) companies that mine, process or enrich uranium or are otherwise involved in the nuclear fuel cycle (6) companies that derive substantial revenues from the sale of key parts or equipment for generating power through using nuclear fuels (7) companies whose primary business involves the manufacture or distribution of handguns and/or weapons and (8) companies that derive substantial revenue from Defense Department contracts which involve the manufacturing of weapons. The Wells Fargo Advantage Social Sustainability Fund employs a similar strategy as NCM's socially responsible client portfolios. The process begins with a quantitative approach using fundamental valuation criteria to identify strong companies that are priced below their intrinsic value. NCM then employs both exclusionary and inclusionary social screening processes. The screening process incorporates full integration of environmental, social and governance (ESG) related factors. The fund seeks long-term capital appreciation by investing in securities which meet the funds investment and social sustainability criteria. The fund avoids companies that are determined as having a weak corporate social responsibility and/or sustainability records. The fund also avoids investments in companies significantly involved in: (1) manufacturing tobacco products (2) manufacturing alcoholic beverages (3) gambling operations or (4) manufacturing weapons. The fund seeks to invest in companies that are determined to have met some of the following positive environmental, social and governance criteria: (1) sound corporate governance and business ethics policies and practices (2) good environmental compliance and performance records (3) safe and healthy work environments and fair treatment of employees and (4) contribution to the quality of life in the communities in which they operate. | President | - |
Formation de Scott Craig Benner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Nelson Capital Management (NCM) specializes in socially responsible and sustainable investing. The firm seeks to provide for the long-term growth of assets while minimizing the volatility of returns. NCM selects investments from high-quality stocks, bonds, cash equivalents, alternative investments and offers access to other investment resources or mutual funds when appropriate. NCM's investment process begins with establishing strategic and tactical asset allocation weightings for various asset classes including directional shifts regarding domestic versus international, growth versus value, large-cap versus small-cap and high-quality versus low-quality. The firm uses proprietary metrics in their asset allocation decisions and also uses non-proprietary tools to review historical asset class performance, correlations and volatility. NCM also utilizes Monte Carlo simulations at this level for specific clients to test the probabilities of reaching their long-term goals. The firm's Large-Cap Equity strategy is based on a GARP investment approach that targets companies that demonstrate leadership in growing industries and are currently undervalued relative to the broader markets. A proprietary framework, based on quantitative techniques, fundamental analysis and qualitative judgment is used to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM considers a variety of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are selected based on exemplary credit rating, competitive projected returns and other factors. NCM's fixed-income strategy is dependent on each client's tax sensitivity. NCM's customized socially responsible portfolios offer clients the opportunity to earn competitive returns through investments that are consistent with their personal values. The firm analyzes corporate behavior using over 40 social screens, including both supportive and exclusionary criteria, which cover a broad range of social issues. Companies are screened based on: community impact, corporate governance, diversity, employee relations, environment and sustainability, international relations and human rights and products and services. Screens following specific religions are also available including Catholic, Conservative Christian and Islamic. Companies that are automatically excluded from NCM's socially responsible investment portfolios include: (1) companies that derive revenues from the production of tobacco products or from activities closely associated with the production of tobacco products (2) companies that manufacture handguns, automatic weapons or rifles or that derive substantial revenues from the distribution and/or sale of handguns or weapons and (3) companies that generates electricity from nuclear fuels or own an interest in a nuclear power plant (4) companies that derive substantial revenue from the design or construction of nuclear power plants (5) companies that mine, process or enrich uranium or are otherwise involved in the nuclear fuel cycle (6) companies that derive substantial revenues from the sale of key parts or equipment for generating power through using nuclear fuels (7) companies whose primary business involves the manufacture or distribution of handguns and/or weapons and (8) companies that derive substantial revenue from Defense Department contracts which involve the manufacturing of weapons. The Wells Fargo Advantage Social Sustainability Fund employs a similar strategy as NCM's socially responsible client portfolios. The process begins with a quantitative approach using fundamental valuation criteria to identify strong companies that are priced below their intrinsic value. NCM then employs both exclusionary and inclusionary social screening processes. The screening process incorporates full integration of environmental, social and governance (ESG) related factors. The fund seeks long-term capital appreciation by investing in securities which meet the funds investment and social sustainability criteria. The fund avoids companies that are determined as having a weak corporate social responsibility and/or sustainability records. The fund also avoids investments in companies significantly involved in: (1) manufacturing tobacco products (2) manufacturing alcoholic beverages (3) gambling operations or (4) manufacturing weapons. The fund seeks to invest in companies that are determined to have met some of the following positive environmental, social and governance criteria: (1) sound corporate governance and business ethics policies and practices (2) good environmental compliance and performance records (3) safe and healthy work environments and fair treatment of employees and (4) contribution to the quality of life in the communities in which they operate. | Finance |
California State University-Chico
 California State University-Chico Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Santa Clara University
 Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
West One Bank (Kalispell, Montana)
West One Bank (Kalispell, Montana) Regional BanksFinance State chartered commercial bank | Finance |
Wells Fargo Private Client Services
Wells Fargo Private Client Services Investment ManagersFinance Provides wealth management services | Finance |
Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Finance |
