Profil
Mr. William F.
Schaff, CFA, is a Chief Executive Officer & Portfolio Manager at Phocas Financial Corp.
For twenty years (1986 to 2005), Mr. Schaff managed institutional equity portfolios and mutual funds for Bay Isle Financial, LLC (“Bay Isle”), Janus Capital Group, Berger LLC, and the Undiscovered Managers organization.
Mr. Schaff was President and Chief Investment Officer of Bay Isle before it became a fully-owned subsidiary of Janus Capital Management, and was President of Bay Isle and Portfolio Manager at Janus Capital Management.
Over that time, he developed a strong performance track record.
He served as Trustee and Chairperson of the investment committee of Alameda County Employees’ Retirement Association from 1998 to 2003.
He is a past President of the Alameda Unified School Board.
Mr. Schaff earned his Masters’ degree in Engineering from the University of California, Davis.
He also holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.
Anciens postes connus de William Franz Kim Schaff
| Sociétés | Poste | Fin |
|---|---|---|
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas is an emerging institutional asset manager that offers three strategies: US Small-Cap Value equities; US Equity Real Estate Investment Trusts; and US Equity Income which invests in equities, fixed income instruments and preferred securities. Their investment strategies are designed to deliver attractive long-term returns with moderate risk and low turnover. | Directeur Général | 31/03/2026 |
Parchment LLC
Parchment LLC Internet Software/ServicesTechnology Services Operates as an academic credential management platform | Directeur/Membre du Conseil | 31/08/2012 |
Docufide, Inc.
Docufide, Inc. Miscellaneous Commercial ServicesCommercial Services Provides online educational records management services | Directeur/Membre du Conseil | 14/03/2011 |
Undiscovered Managers LLC
Undiscovered Managers LLC Investment ManagersFinance Provides asset management services and financial products | Corporate Officer/Principal | 01/01/2003 |
Alameda County Employees' Retirement Association
Alameda County Employees' Retirement Association Investment ManagersFinance Functions as a pension/retirement fund | Corporate Officer/Principal | - |
Formation de William Franz Kim Schaff
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance BIF is a GARP manager. They believe that the most successful strategy for achieving financial success is through the active management of a portfolio that incorporates an investment mix of both value and growth securities. BIF also believes that an emphasis on total return provides the best investment strategy for most clients. In the process of creating and managing diversified portfolios, the firm uses proprietary research and individual securities in the following asset classes: U.S. large-cap stocks, REITs, bonds and other fixed-income. They typically use mutual funds for allocations to U.S. small cap stocks and international stocks. | Finance |
Undiscovered Managers LLC
Undiscovered Managers LLC Investment ManagersFinance Provides asset management services and financial products | Finance |
Parchment LLC
Parchment LLC Internet Software/ServicesTechnology Services Operates as an academic credential management platform | Technology Services |
University of California, Davis
University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Docufide, Inc.
Docufide, Inc. Miscellaneous Commercial ServicesCommercial Services Provides online educational records management services | Commercial Services |
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas is an emerging institutional asset manager that offers three strategies: US Small-Cap Value equities; US Equity Real Estate Investment Trusts; and US Equity Income which invests in equities, fixed income instruments and preferred securities. Their investment strategies are designed to deliver attractive long-term returns with moderate risk and low turnover. | Finance |
The Berger Funds
The Berger Funds Investment ManagersFinance Operates and manages shareholder welfare fund | Finance |
Alameda County Employees' Retirement Association
Alameda County Employees' Retirement Association Investment ManagersFinance Functions as a pension/retirement fund | Finance |
















