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VICE PRESIDENT/DIRECTOR – RESEARCH, PORTFOLIO MANAGER, ANALYST
1987 - 1993
Santa Barbara Asset Management, Santa Barbara, CA
(Previously Severn Associates)
· Responsible for all financial research, analysis and evaluation of investment
opportunities and co-management of a $25 million investment fund. Coordinated
account and finance functions, budget, planning and forecasting. Handled the
company's equity trading, marketing and sales presentations. Directed all computer
operations and portfolio management programs. Trained and supervised employees.
FINANCIAL/RESEARCH ANALYST, CHIEF ACCOUNTANT 1984 -
1987
Presfield Associates, Inc., San Ramon, CA
· Handled accounting, budgeting, strategic planning and forecasting for active
investment counseling firm. Issued forecasts and generated earnings estimates for
portfolio investments. Responsible for installation of computerized portfolio
management software that significantly reduced portfolio bookkeeping work. (Advent
Professional Portfolio software)
1987 - 1993
Santa Barbara Asset Management, Santa Barbara, CA
(Previously Severn Associates)
· Responsible for all financial research, analysis and evaluation of investment
opportunities and co-management of a $25 million investment fund. Coordinated
account and finance functions, budget, planning and forecasting. Handled the
company's equity trading, marketing and sales presentations. Directed all computer
operations and portfolio management programs. Trained and supervised employees.
FINANCIAL/RESEARCH ANALYST, CHIEF ACCOUNTANT 1984 -
1987
Presfield Associates, Inc., San Ramon, CA
· Handled accounting, budgeting, strategic planning and forecasting for active
investment counseling firm. Issued forecasts and generated earnings estimates for
portfolio investments. Responsible for installation of computerized portfolio
management software that significantly reduced portfolio bookkeeping work. (Advent
Professional Portfolio software)
Scott Edgar - Equity Portfolio Manager