Scott M. Koser, CFA
27101 Creekwood Drive ▪ Daphne, AL 36526 ▪ (251)626-6292 ▪
skoser@csimac.com
INVESTMENT PORTOLIO MANAGEMENT
Chartered
Financial Analyst and Investment Portfolio Manager with 16 years of experience
with taxable and tax exempt clients, including public and private pension
funds, foundations, endowments, 401ks, and high net worth individuals.
PROFESSIONAL EXPERIENCE
Cornerstone
Investment Management and Consulting Daphne, AL
Director
of Research, Principal 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. Columbus, GA
Investment
Portfolio Manager, Vice President 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
– 1993
§ 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. Columbus, GA
Securities
Analyst, Assistant Secretary 1993
– 1995
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 Auburn, AL
Bachelor
of Science in Business Administration 1988
– 1992
Concentration: Finance
Cooperative Education: Norfolk Southern Corporation
CONTINUING
EDUCATION
Chartered Financial Analyst Annual
Conference 2006
AIMR
Investment Management for High Net Worth Individuals 2001
AIMR Financial Analysts Seminar 1999
Performance Presentation Standards,
Getting and Staying Compliant 1999
PROFESSIONAL
ORGANIZATIONS
Chartered Financial Analyst Institute
Atlanta Society of Financial Analysts
COMMUNITY
INVOLVEMENT AND ACTIVITIES
Fairhope United Methodist Church –
Endowment Fund Trustee
Daphne/Spanish Fort Rotary Club –
Treasurer
Eastern Shore Chamber of Commerce
Research/Technology Park Task Force – Chair
Church Building Mission in Villahermosa,
Mexico 2000 & 2002 – Team Leader