Scott Andrew Chapman
Chief Executive Officer at Chapman Investment Management LLC
Profile
Mr. Scott A.
Chapman, CFA MBA, is a Chief Executive Officer & Portfolio Manager at Chapman Investment Management LLC.
He founded the firm in 2013.
He has over twenty-five years of experience managing investment portfolios and performing securities analysis.
He was Managing Director and Portfolio Manager with Lateef Investment Management from 2002-2012.
Previous positions included Senior Portfolio Manager, Director of Large-Cap Growth Strategy, and Research Director at Dreyfus Founders Asset Management, and Senior Portfolio Manager and Director of Growth Strategy at HighMark Capital Management.
At HighMark, he designed and managed the investment strategy for the HighMark Growth Fund, which was also awarded a top five-star Morningstar performance rating.
He received his M.B.A.
in Finance from Golden Gate University and his B.S.
in Accounting from Santa Clara University.
He is also a Chartered Financial Analyst.
Scott Andrew Chapman active positions
| Companies | Position | Start |
|---|---|---|
Chapman Investment Management LLC
 Chapman Investment Management LLC Investment ManagersFinance Chapman Investment Management LLC (CIM) is an independent registered investment advisor and hedge fund manager headquartered in San Anselmo, California. The firm was founded in 2013 and is wholly-owned Scott A. Chapman. CIM provides professional discretionary portfolio management through separately managed accounts to individuals for taxable and retirement accounts, and to corporate pension plans, charitable foundations and academic endowments. | Chief Executive Officer | 2012-12-31 |
Former positions of Scott Andrew Chapman
| Companies | Position | End |
|---|---|---|
Tran Capital Management LP
 Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Analyst-Equity | 2010-10-18 |
Founders Asset Management LLC
 Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds | Portfolio Manager-Equities | 2002-02-27 |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Portfolio Manager-Equities | 1991-12-31 |
Training of Scott Andrew Chapman
| Golden Gate University | Masters Business Admin |
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Founders Asset Management LLC
Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds | Finance |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Finance |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Finance |
Chapman Investment Management LLC
Chapman Investment Management LLC Investment ManagersFinance Chapman Investment Management LLC (CIM) is an independent registered investment advisor and hedge fund manager headquartered in San Anselmo, California. The firm was founded in 2013 and is wholly-owned Scott A. Chapman. CIM provides professional discretionary portfolio management through separately managed accounts to individuals for taxable and retirement accounts, and to corporate pension plans, charitable foundations and academic endowments. | Finance |
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