Profile
Mr. Leo A.
Scherrer is a Director of Research & Portfolio Manager at Smead Capital Management, Inc. He is a member of the investment committee and is jointly responsible for the day-to-day management of the firm's separate accounts and mutual funds.
Prior to joining Smead Capital Management, Mr. Scherrer served as Vice President and Senior Portfolio Manager for U.S.
Trust Company from 2005-2007 and BMO Harris Private Bank from 2003-2005, Previously, he served at Merrill Lynch in its Institutional Advisory Division and Smith Barney Asset Management.
He is a graduate of Seattle Pacific University and has completed Executive Education at Stanford University Graduate School of Business in 1994.
He is a member of the CFA Institute and the CFA Society of Seattle.
Former positions of Tony Scherrer
| Companies | Position | End |
|---|---|---|
Smead Capital Management, Inc.
 Smead Capital Management, Inc. Investment ManagersFinance Smead Capital Management, Inc. (SCM) is an independent, SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Bill Smead in 2007. SCM provides investment management services to separate accounts, privately placed pooled investment vehicles, and mutual funds for advisors, family offices and institutions. | Director of Research - Equity | 31/12/2021 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 30/12/2006 |
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Corporate Officer/Principal | 30/12/2004 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Smith Barney Asset Management | Corporate Officer/Principal | 31/03/2000 |
Training of Tony Scherrer
| Seattle Pacific University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Smead Capital Management, Inc.
Smead Capital Management, Inc. Investment ManagersFinance Smead Capital Management, Inc. (SCM) is an independent, SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Bill Smead in 2007. SCM provides investment management services to separate accounts, privately placed pooled investment vehicles, and mutual funds for advisors, family offices and institutions. | Finance |
| Smith Barney Asset Management | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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