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Scott M. Koser, CFA
INVESTMENT PORTFOLIO MANAGEMENT
Chartered Financial Analyst and Investment Portfolio Manager with 19 years of experience with taxable and tax exempt clients, including public and private pension funds, foundations, endowments, 401(k)s, and high net worth individuals.
PROFESSIONAL EXPERIENCE
- Cornerstone Investment Management and Consulting
Director of Research, Principal, Chief Compliance Officer, Founder
Daphne, AL
2003- Present
A boutique investment manager catering to the investment needs of the mass affluent and high net worth individual investor with a broad range of Investment Consulting and Investment Management Products.
-Member of investment team with full discretion over client assets.
-Develop and maintain broad array of econometric models central to the firm’s investment process.
-Generalist skilled in all aspects of investment management: security analysis and selection, asset allocation, portfolio management, trading, and economic analysis.
- Diaz-Verson Capital Investments, LLC
Investment Portfolio Manager, Vice President
Columbus, GA
1993- 2003
A privately held, SEC registered investment advisor, marketing value driven investment management to corporations, state and municipal governments, and high net worth individuals.
-Member of three person investment team with full discretion over client assets.
-Developed and maintained a broad array of econometric models central to the firm’s investment process.
-Generalist skilled in all aspects of investment management: security analysis and selection, asset allocation, portfolio management, trading, and economic analysis.
Financial Analyst, 1992-93
-Joined when the firm was a start up.
-Designed and implemented a portfolio accounting system, policies, and procedures.
-Served as an equity and fixed income analyst, building core portfolio positions
- Diaz-Verson Funds, Inc.
Securities Analyst, Assistant Secretary
Columbus, GA
1993-95
An open-end investment company, Diaz-Verson Americas Equity Fund, that invested in publicly traded equity securities on exchanges throughout North and South America.
-Lead research effort covering 1500 companies in seven countries in the Western Hemisphere outside the USA.
-Directly supported the Chief Investment Officer in development, construction, and ongoing maintenance of the fund’s portfolio.
EDUCATION
Auburn University
Bachelor's of Science in Business Administration
1988-1992
Concentration: Finance
Cooperative Education: Norfolk Southern Corporation
CONTINUING EDUCATION
Chartered Financial Analyst Annual Conference, 2006
Association of Investment Management and Research (AIMR)
Investment Management for High Net Worth Individuals, 2001
Financial Analysts Seminar, 1999
Performance Presentation Standards, Getting and Staying Compliant, 1999
PROFESSIONAL ORGANIZATIONS
Chartered Financial Analyst Institute
Atlanta Society of Financial Analysis
COMMUNITY INVOLVEMENT AND ACTIVITIES
- Eastern Shore Chamber of Commerce
Chairman of the Research/Technology Park Task Force
- Daphne/ Spanish Fort Rotary Club
President 2009-2011
Treasurer
Member
- Supporting Education Enrichment in Daphne's Schools (SEEDS)
Board Member, 2011-2012
- Church Building Mission in Villahermosa, Mexico
Team Leader, 2000 and 2002
- Fairhope United Methodist Church
Finance Chair
Endowment Fund Trustee
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Independent fee-based investment management advisor, retirement planning.
Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the United States Securities Exchange Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama.
For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.