Guy Jon Benstead
Portfolio Manager-Equities at KCM Investment Advisors LLC
Profile
Mr. Guy J.
Benstead is a Senior Portfolio Manager at KCM Investment Advisors LLC.
Mr. Benstead joined the firm in 2021.
He started his career at Drexel Burnham in 1983 and moved to Bear Stearns in 1990 as Managing Director of Institutional Fixed Income on the West Coast.
In 2005, he co-founded Cedar Ridge Partners, which managed up to $1.0 billion in assets.
Shelton Capital Management bought Cedar Ridge in 2019, and Mr. Benstead became Shelton's Lead Portfolio Manager, directing a team of four portfolio managers and two analysts that invested mutual funds, private funds, and separate accounts across the municipal bond, corporate bond, preferred stock, and common stock markets.
He earned a bachelor’s degree in International Relations from the University of California, Davis in 1981, and an MBA in Finance from Columbia University's Graduate School of Business in 1983.
Guy Jon Benstead active positions
| Companies | Position | Start |
|---|---|---|
KCM Investment Advisors LLC
 KCM Investment Advisors LLC Investment ManagersFinance KCM Investment Advisors LLC is a privately held, SEC-registered investment advisor headquartered in Greenbrae, California. The firm was founded by Jay Kellett in 1996. KCM offers Equity and Fixed Income investment management for families, trusts, endowments and institutions. | Portfolio Manager-Equities | 2021-01-31 |
Former positions of Guy Jon Benstead
| Companies | Position | End |
|---|---|---|
CCM Partners LP
 CCM Partners LP Investment ManagersFinance CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities. | Portfolio Manager-Fixed Income | 2020-12-31 |
Cedar Ridge Partners LLC
 Cedar Ridge Partners LLC Investment ManagersFinance Founded in 2004 by Alan E. Hart, Cedar Ridge Partners LLC is a hedge fund manager headquartered in Greenwich, Connecticut with an additional office in San Francisco. They manage the Cedar Ridge Investors Fund I LP, the Cedar Ridge Investors Offshore Fund Ltd. and the Cedar Ridge Short-term Cash Fund LP. Cedar Ridge also offers separately managed accounts. | Investment Committee Member | 2019-01-24 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | 2005-02-27 |
| Gruntal & Co. LLC | Corporate Officer/Principal | 1990-12-30 |
| Drexel Burnham Lambert, Inc. | Corporate Officer/Principal | 1989-12-30 |
Training of Guy Jon Benstead
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of California, Davis | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Cedar Ridge Partners LLC
Cedar Ridge Partners LLC Investment ManagersFinance Founded in 2004 by Alan E. Hart, Cedar Ridge Partners LLC is a hedge fund manager headquartered in Greenwich, Connecticut with an additional office in San Francisco. They manage the Cedar Ridge Investors Fund I LP, the Cedar Ridge Investors Offshore Fund Ltd. and the Cedar Ridge Short-term Cash Fund LP. Cedar Ridge also offers separately managed accounts. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
| Gruntal & Co. LLC | Government |
| Drexel Burnham Lambert, Inc. | Process Industries |
CCM Partners LP
CCM Partners LP Investment ManagersFinance CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities. | Finance |
KCM Investment Advisors LLC
KCM Investment Advisors LLC Investment ManagersFinance KCM Investment Advisors LLC is a privately held, SEC-registered investment advisor headquartered in Greenbrae, California. The firm was founded by Jay Kellett in 1996. KCM offers Equity and Fixed Income investment management for families, trusts, endowments and institutions. | Finance |
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