Bradley David Sasser
Founder at Sasser Investment Management, Inc.
Profile
Mr. Bradley D.
Sasser, CFA MBA, is a President, Chief Investment Officer & Co-Owner at Sasser Investment Management, Inc. He oversees investment strategy and security selection.
He brings over twenty eight years of portfolio management and securities analysis experience to developing and implementing our contrarian based value investing strategies.
Prior to forming Sasser Investment Management, he was Vice President and director of Investment Management for Insight Capital Research and Management, Inc. There, he directed the portfolio management and trading teams and oversaw the implementation of investment strategy for the $1.3 billion of client assets.
He earned a BS in business administration from the University of California, Berkeley and an MBA from Indiana University.
In 1995, he earned the professional designation of Chartered Financial Analyst and is a member of the CFA Society of San Francisco.
Bradley David Sasser active positions
| Companies | Position | Start |
|---|---|---|
Sasser Investment Management, Inc.
 Sasser Investment Management, Inc. Investment ManagersFinance Sasser Investment Management, Inc. (Sasser) is a SEC-registered investment advisor headquartered in Oakland, California. The firm was founded by Bradley “Brad” Sasser in 1996. Sasser specializes in portfolio management for high-net-worth clientele. | Founder | 31/12/1995 |
Former positions of Bradley David Sasser
| Companies | Position | End |
|---|---|---|
Willamette Capital Management Ltd.
 Willamette Capital Management Ltd. Investment ManagersFinance Willamette Capital Management Ltd. (WCM) is an investment management firm headquartered in Portland, Oregon. The firm was founded by the late Steven Pontes in 1987 as Pontes Financial Group Ltd. They are a subsidiary of the Urban Development Partners NW LP. WCM provides investment advice to individual and institutional clients. | Portfolio Manager-Equities | 31/12/2007 |
Insight Capital Research & Management, Inc.
 Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Corporate Officer/Principal | 31/12/1998 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
| Thomson McKinnon Securities, Inc. | Corporate Officer/Principal | - |
Training of Bradley David Sasser
| University of California, Berkeley | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Willamette Capital Management Ltd.
Willamette Capital Management Ltd. Investment ManagersFinance Willamette Capital Management Ltd. (WCM) is an investment management firm headquartered in Portland, Oregon. The firm was founded by the late Steven Pontes in 1987 as Pontes Financial Group Ltd. They are a subsidiary of the Urban Development Partners NW LP. WCM provides investment advice to individual and institutional clients. | Finance |
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Finance |
Sasser Investment Management, Inc.
Sasser Investment Management, Inc. Investment ManagersFinance Sasser Investment Management, Inc. (Sasser) is a SEC-registered investment advisor headquartered in Oakland, California. The firm was founded by Bradley “Brad” Sasser in 1996. Sasser specializes in portfolio management for high-net-worth clientele. | Finance |
| Thomson McKinnon Securities, Inc. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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