Scott A. Chapman, CFA is the CEO and Portfolio Manager of Chapman Investment Management, LLC. He has more than twenty-five years of experience managing investment portfolios and performing securities analysis with demonstrated outperformance.
Previous to founding Chapman Investment Management, Mr. Chapman was Managing Director and Portfolio Manager with Lateef Investment Management from 2002-2012, during which time the firm’s assets grew from $500 million to over $5.5 billion. Mr. Chapman was a member of a three-person portfolio management team that delivered investment performance in excess of the S&P 500 by an average of 3.8% annually with lower portfolio risk. The Lateef mutual fund earned the top five-star rating by Morningstar rating agency.
Previous positions included Director of Large-Cap Growth Strategy and Research Director at Dreyfus Founders Asset Management, and Director of Growth Strategy at HighMark Capital Management. At HighMark, he designed and managed the investment strategy for the HighMark Growth mutual fund, which was also awarded a top five-star Morningstar performance rating.
He received his M.B.A. in Finance from Golden Gate University and his B.S. in Accounting from Santa Clara University and taught investment principles to CFA candidates in San Francisco for seven years. Mr. Chapman is married, has two grown children, one granddaughter and enjoys running, cycling, swimming, and the fulfillment of making a positive difference in building clients’ capital.