![John A. Lundin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John A. Lundin
Gestionnaire de Portefeuille-Actions chez
KCM Investment Advisors LLC
Profil
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.
Postes actifs de John A. Lundin
| Sociétés | Poste | Début |
|---|---|---|
KCM Investment Advisors LLC
 KCM Investment Advisors LLC Investment ManagersFinance KCM utilizes a customized approach to establish proper asset allocation to meet the specific needs and risk tolerance of each client. The firm believes in the long-term potential of the stock and bond markets to achieve financial wealth. Their investment philosophy focuses on the importance of compounding growth. | Gestionnaire de Portefeuille-Actions | 01/01/2000 |
Anciens postes connus de John A. Lundin
| Sociétés | Poste | Fin |
|---|---|---|
Scudder Stevens & Clark Inc
 Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Portfolio Manager-Fixed Income | 31/12/1999 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | 31/12/1980 |
U.S. Department of the Treasury
 U.S. Department of the Treasury General GovernmentGovernment Operates as treasury and finance department of the federal government | Corporate Officer/Principal | - |
Formation de John A. Lundin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Finance |
KCM Investment Advisors LLC
KCM Investment Advisors LLC Investment ManagersFinance KCM utilizes a customized approach to establish proper asset allocation to meet the specific needs and risk tolerance of each client. The firm believes in the long-term potential of the stock and bond markets to achieve financial wealth. Their investment philosophy focuses on the importance of compounding growth. | Finance |
Golden Gate University
 Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
U.S. Department of the Treasury
U.S. Department of the Treasury General GovernmentGovernment Operates as treasury and finance department of the federal government | Government |
