John A. Lundin
Portfolio Manager-Equities at KCM Investment Advisors LLC
Profile
Mr. John A.
Lundin is a Partner & Senior Portfolio Manager at KCM Investment Advisors LLC.
Prior to joining KCM Investment Advisors in 2000, Mr. Lundin began his career with the U.S.
Department of the Treasury - Comptroller of the Currency as a National Bank Examiner in 1973.
In 1977, he joined Bank of America in the Credit Examination Department - bank-wide, which monitored major credits worldwide and loan losses.
In 1981, he joined Scudder, Stevens and Clark, later renamed Scudder Investments.
Mr. Lundin was a Senior Vice President and Portfolio Manager in charge of the Private Investment Counsel Group in San Francisco which specialized in equity and fixed income securities for high net worth individuals.
He received his BA in Economics from the University of California, Berkeley in 1973, and his MBA in Finance from Golden Gate University in 1981.
John A. Lundin 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 | 1999-12-31 |
Former positions of John A. Lundin
| Companies | Position | End |
|---|---|---|
| Scudder Stevens & Clark Inc | Portfolio Manager-Fixed Income | 1999-12-30 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 1980-12-30 |
| U.S. Department of the Treasury | Corporate Officer/Principal | - |
Training of John A. Lundin
| University of California, Berkeley | Undergraduate Degree |
| Golden Gate University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 3 |
|---|---|
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 |
| Scudder Stevens & Clark Inc | Finance |
| U.S. Department of the Treasury | Government |
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