OUR TEAM

Education:
B.B.A. – University of San Diego
M.B.A. – Southern Methodist University

Past Experience:
Brazos Capital Management
Northern Trust

Jamie Cuellar, CFA

Portfolio Manager

Jamie joined KCM in 2015 and has 25 years of professional investment experience. From 2012 to 2014, Jamie worked at Northern Trust as a Senior Portfolio Manager. From 2000 to 2012, he worked at PineBridge Investments / Brazos Capital / John McStay Investment Counsel as Managing Director and Portfolio Manager. From 1995 to 1999, Jamie worked at Lee Financial Corp as an Investment Analyst.

At KCM, Jamie works with equity portfolios, and his focus areas include technology and consumer.

Jamie received a B.B.A. from the University of San Diego and an M.B.A. in Finance from Southern Methodist University. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM