OUR TEAM
Education:
M.B.A. – Southern Methodist University
B.B.A. – University of San Diego
M.B.A. – Southern Methodist University
B.B.A. – University of San Diego
Past Experience:
Brazos Capital Management
Northern Trust
Jamie Cuellar, CFA
Portfolio Manager
Jamie joined KCM in 2015 and has 31 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 healthcare.
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.