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Profil
Mr. Leo A. Scherrer is a Director of Research & Portfolio Manager at Smead Capital Management, Inc. He is a member of the investment committee and is jointly responsible for the day-to-day management of the firm's separate accounts and mutual funds.
Prior to joining Smead Capital Management, Mr. Scherrer served as Vice President and Senior Portfolio Manager for U.S.
Trust Company from 2005-2007 and BMO Harris Private Bank from 2003-2005, Previously, he served at Merrill Lynch in its Institutional Advisory Division and Smith Barney Asset Management.
He is a graduate of Seattle Pacific University and has completed Executive Education at Stanford University Graduate School of Business in 1994.
He is a member of the CFA Institute and the CFA Society of Seattle.
Anciens postes connus de Tony Scherrer
| Sociétés | Poste | Fin |
|---|---|---|
Smead Capital Management, Inc.
 Smead Capital Management, Inc. Investment ManagersFinance SCM is a stock market investor who advises investors that fear stock market failure through a low turnover, differentiated value discipline seeking wonderful companies to build wealth. | Directeur de la Recherche - Actions | 01/01/2022 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2006 |
BMO Bank NA (Investment Management)
 BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Corporate Officer/Principal | 31/12/2004 |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 01/04/2000 |
Formation de Tony Scherrer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
54
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
BMO Bank NA (Investment Management)
BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Finance |
Smead Capital Management, Inc.
Smead Capital Management, Inc. Investment ManagersFinance SCM is a stock market investor who advises investors that fear stock market failure through a low turnover, differentiated value discipline seeking wonderful companies to build wealth. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Seattle Pacific University
 Seattle Pacific University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
