Scott Kimball
Chief Investment Officer bij Loop Capital Asset Management -TCH LLC
Profiel
Mr. Scott M.
Kimball, CFA MBA, is a Co-Head of Fixed Income Asset Management at Loop Capital Asset Management -TCH LLC.
In this role, his primary responsibility is leading the application of the investment process across the team’s strategies.
He works alongside the rest of the portfolio managers on the portfolio construction of client accounts.
Mr. Kimball has nearly two decades of experience in financial services, which includes a tenure at Taplin, Canida and Habacht, LLC and BMO Asset Management where he served as a research analyst prior to joining the portfolio management team in 2011.
During that time, he served as member of the team’s management and investment committees.
Previously, Mr. Kimball held positions at Merrill Lynch and other boutique investment firms.
Mr. Kimball holds an M.B.A.
from the University of Miami and a B.A.
in international business from Stetson University.
In addition, he is a CFA charterholder.
Actieve functies van Scott Kimball
Bedrijven | Functie | Begin |
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Loop Capital Asset Management -TCH LLC
Loop Capital Asset Management -TCH LLC Investment ManagersFinance Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations. | Chief Investment Officer | 01-01-2023 |
Eerdere bekende functies van Scott Kimball
Bedrijven | Functie | Einde |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Scott Kimball
Stetson University | Undergraduate Degree |
University of Miami | Masters Business Admin |
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Bedrijven in privébezit | 2 |
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Loop Capital Asset Management -TCH LLC
Loop Capital Asset Management -TCH LLC Investment ManagersFinance Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations. | Finance |
Merrill Lynch & Co., Inc. | Finance |