Derek Michael Dobecki
Director/Board Member at The Leukemia & Lymphoma Society, Inc.
Profile
Mr. Derek M.
Dobecki, CFA MBA, is a Managing Director of Private Client Group at SCS Capital Management LLC and a Member at CFA Institute.
He is on the Board of Directors at The Leukemia & Lymphoma Society, Inc. He joined SCS Financial Services in 2005.
He has over 24 years of experience in the investment business.
He works with families to develop customized investment strategies that meet their needs, integrates those investment strategies within the family’s broader wealth management architecture, and identifies wealth management planning opportunities for clients.
Prior to joining SCS, Mr. Dobecki worked at Fidelity Investment’s Strategic Advisers Group, Ironwood Capital Management, and in the Mergers & Acquisitions group for Banc of America Securities.
He earned a BBA in Finance and Business Economics from the University of Notre Dame and an MBA from the Wharton School of the University of Pennsylvania.
Derek Michael Dobecki active positions
Companies | Position | Start |
---|---|---|
The Leukemia & Lymphoma Society, Inc.
The Leukemia & Lymphoma Society, Inc. Miscellaneous Commercial ServicesCommercial Services The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY. | Director/Board Member | 2012-07-12 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
SCS Capital Management LLC
SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Derek Michael Dobecki
Companies | Position | End |
---|---|---|
Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 as Ironwood Capital Management LLC. Ironwood provides portfolio management services to high net worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, and endowments. The firm also serves as portfolio manager to wrap fee programs. | Analyst-Equity | 2005-11-30 |
Training of Derek Michael Dobecki
University of Notre Dame | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
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Inactive
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Private companies
Connections
1st degree connections
1st degree companies
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Linked companies
Private companies | 4 |
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Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 as Ironwood Capital Management LLC. Ironwood provides portfolio management services to high net worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, and endowments. The firm also serves as portfolio manager to wrap fee programs. | Finance |
The Leukemia & Lymphoma Society, Inc.
The Leukemia & Lymphoma Society, Inc. Miscellaneous Commercial ServicesCommercial Services The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
SCS Capital Management LLC
SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Finance |
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