Scott Opsal

Scott Opsal

Direktör för Forskning - Aktier på
The Leuthold Group LLC
Finance
Consumer Services

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.

Aktiva positioner av Scott Opsal

FöretagPositionStart
Direktör för Forskning - Aktier 2016-06-01
Direktör för Forskning - Aktier -

Tidigare kända positioner av Scott Opsal

FöretagPositionSlut
Analyst-Equity 2009-12-01
PRINCIPAL FINANCIAL GROUP, INC. Direktör för Forskning - Aktier 2002-12-31
Företagsledare/Principal -
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