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Scott Opsal
Directeur de la Recherche - Actions chez
The Leuthold Group LLC
Profil
Mr. Scott Opsal, CFA MBA, is a Director of Equities at The Leuthold Group LLC and a Director of Research at The Leuthold Group LLC.
His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.
He also coordinates idea flow among the firm’s research team, and is a regular contributor to The Leuthold Group’s institutional research publications.
He brings over thirty years of professional investment experience to the Leuthold team.
As Chief Investment Officer of Invista Capital Management, and as Head of Equities at Members Capital Advisors, he was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, style-based investing, and taxable investing.
He designed and implemented institutional-grade research and portfolio management processes to provide a rigorous, consistent framework for decision making and the analytical tools that drive strategy for multi-asset portfolios.
His past corporate-level activities included serving on management and investment policy committees, staff recruiting and hiring, representing the equity group at fund board meetings, marketing and support to wholesalers and financial representatives, and selecting outside sub-advisors.
Prior to joining the Leuthold team, he fulfilled a lifelong career goal by serving as Director of the Applied Investments Program and teaching Security Analysis and other finance classes at the University of Wisconsin ? Whitewater.
He recently served on the CFA Society Madison Board of Directors.
He received his B.S.B.A. from Drake University in 1982 and an MBA from the University of Minnesota in 1983.
He earned his CFA designation in 1986.
Postes actifs de Scott Opsal
| Sociétés | Poste | Début |
|---|---|---|
The Leuthold Group LLC
 The Leuthold Group LLC Investment ManagersFinance Provides investment research | Directeur de la Recherche - Actions | 01/06/2016 |
The Leuthold Group LLC (Investment Management)
 The Leuthold Group LLC (Investment Management) Investment ManagersFinance LWCM seeks capital appreciation and income. Their investment approach focuses on quantitative measures of value combined with the identification of fundamental and technical trends. | Directeur de la Recherche - Actions | - |
Anciens postes connus de Scott Opsal
| Sociétés | Poste | Fin |
|---|---|---|
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Analyst-Equity | 01/12/2009 |
| PRINCIPAL FINANCIAL GROUP, INC. | Directeur de la Recherche - Actions | 31/12/2002 |
Invista Capital Management LLC
 Invista Capital Management LLC Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | - |
Formation de Scott Opsal
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Principal Financial Group, Inc.
 Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Finance |
The Leuthold Group LLC (Investment Management)
The Leuthold Group LLC (Investment Management) Investment ManagersFinance LWCM seeks capital appreciation and income. Their investment approach focuses on quantitative measures of value combined with the identification of fundamental and technical trends. | Finance |
Drake University
 Drake University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Leuthold Group LLC
The Leuthold Group LLC Investment ManagersFinance Provides investment research | Finance |
Invista Capital Management LLC
Invista Capital Management LLC Investment ManagersFinance Provides investment advisory services | Finance |
