Scott Opsal

Directeur de la Recherche - Actions chez The Leuthold Group LLC

Profil

Mr. Scott Opsal, CFA MBA, is a Director of Research & Equities at The Leuthold Group LLC and a Director of Research at The Leuthold Group LLC.
His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.
He also coordinates idea flow among the firm’s research team, and is a regular contributor to The Leuthold Group’s institutional research publications.
He brings over thirty years of professional investment experience to the Leuthold team.
As Chief Investment Officer of Invista Capital Management, and as Head of Equities at Members Capital Advisors, he was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, style-based investing, and taxable investing.
He designed and implemented institutional-grade research and portfolio management processes to provide a rigorous, consistent framework for decision making and the analytical tools that drive strategy for multi-asset portfolios.
His past corporate-level activities included serving on management and investment policy committees, staff recruiting and hiring, representing the equity group at fund board meetings, marketing and support to wholesalers and financial representatives, and selecting outside sub-advisors.
Prior to joining the Leuthold team, he fulfilled a lifelong career goal by serving as Director of the Applied Investments Program and teaching Security Analysis and other finance classes at the University of Wisconsin ? Whitewater.
He recently served on the CFA Society Madison Board of Directors.
He received his B.S.B.A.
from Drake University in 1982 and an MBA from the University of Minnesota in 1983.
He earned his CFA designation in 1986.

Postes actifs de Scott Opsal

Sociétés	Poste	Début
The Leuthold Group LLC	Directeur de la Recherche - Actions	01/06/2016
The Leuthold Group LLC (Investment Management)	Directeur de la Recherche - Actions	-

Anciens postes connus de Scott Opsal

Sociétés	Poste	Fin
MEMBERS Capital Advisors, Inc.	Analyst-Equity	01/12/2009
PRINCIPAL FINANCIAL GROUP, INC.	Directeur de la Recherche - Actions	31/12/2002
Invista Capital Management LLC	Corporate Officer/Principal	-

Formation de Scott Opsal

Drake University	Undergraduate Degree
University of Minnesota	Masters Business Admin