Jamie Cuellar, CFA

Jamie Cuellar, CFA

OUR TEAM

Education:
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 30 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.

Years of Experience

Years at KCM

Bob Male, CFA

Bob Male, CFA

OUR TEAM

Education:
M.B.A. – Southern Methodist University
B.S. – University of Kansas (Business Admin)

Past Experience:
USAA
Waddell & Reed

Bob Male, CFA

Portfolio Manager

Bob joined KCM in 1997 and has 36 years of professional investment experience. From 1991 to 1997, Bob worked at USAA as a Senior Equity Analyst.

At KCM, Bob works with equity portfolios, and his focus areas include leisure, financial services, and retail.

Bob received a B.S. from the University of Kansas and an M.B.A. from Southern Methodist University. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM