About Smead

Smead Capital Management is a registered investment advisor headquartered in Seattle, WA; founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firm’s eight proprietary investment criteria. The firm manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions.

Our company is staffed with experienced professionals who are dedicated to excellence in the implementation of our equity philosophy and discipline. We combine that experience with passion, courage and a discerning voice for the benefit of our clients and investors.

The Smead Team

William Smead

Chief Executive Officer/Chief Investment Officer

Whitman College, B.A. Economics 1980

William is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer, he is the final decision-maker for all investment and portfolio decisions as well as reviewing the implementation of those decisions in the firm’s separate accounts and mutual funds.

William began his career in the investment business with Drexel Burnham Lambert in 1980. He left Drexel Burham Lambert in 1989 as First Vice President/Assistant Manager and joined Oppenheimer & Co., where he stayed until joining Smith Barney in 1990. William remained at Smith Barney until September 2001 when he joined Wachovia Securities becoming the Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. In 2007, William left Wachovia Securities to found Smead Capital Management.

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Tony Scherrer, CFA

Director of Research & Co-Portfolio Manager

Seattle Pacific University, B.A. Business Administration, Finance 1994

Tony is the firm’s Director of Research 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, Tony 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. Tony is a graduate of Seattle Pacific University and has completed Executive Education at Stanford University Graduate School of Business. With over 20 years of experience in the investment industry, Tony is a member of the CFA Institute and the CFA Society of Seattle. 

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Cole Smead, CFA

Managing Director

Whitman College, B.A. Economics/History, 2006

Cole is a member of the investment committee that oversees the management of the firm’s separate accounts and mutual funds.

Before joining Smead Capital Management, Cole was a FinancialAdvisorat Wachovia Securities inScottsdale, AZ. Cole graduated from Whitman College in 2006 with a degree in both Economics and History and received the CFA designation in 2011. He is a member of the CFA Institute and the CFA Society of Seattle.

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Lisa Martin

Chief Operating Officer/Chief Financial Officer

Eastern Washington University, B.S. Communications, 1984

Lisa oversees both the financials and operations of the firm.

Before joining Smead Capital, Lisa oversaw operations at Smead Investment Group of Wachovia Securities. She previously served as Chief Operating Officer at Sirach Capital Management, where she was responsible for all operations of the firm and the family of five mutual funds. She has over 20 years of experience in the investment industry.

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Steve LeMire

Chief Compliance Officer

University of Iowa, B.A. Economics, 1991

Steve is responsible for all compliance functions of the firm.

Prior to joining Smead Capital Management, Steve held various management positions at independent financial services and investment management firms. From 2007 to 2011 he was Senior Manager and Director at UBS Global AM-Americas and served on the New York Board as Vice President and Assistant Treasurer. Prior to that he was a Principal at Oberweis Asset Management, Inc., where he was responsible for compliance, operations and fund administration.  In addition, he served as Vice President, Secretary to The Oberweis Funds.  He has over 20 years of experience in the investment industry.

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Brenda Larson


Director of Operations

Brenda manages the day to day asset servicing and operations

Brenda has over 20 years of experience in both operations and compliance.  Previously, she spent two years with the Smead Investment Group of Wachovia Securities handling client operations. Prior to that she was ChiefCompliance Officerat Sirach Capital Management where she was responsible for all compliance of the firm.

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Matthew Brudvik

Vice President – Sales

University of Washington, B.A. Economics, 2006

Matt is responsible for marketing the firm’s separate accounts and mutual funds to wirehouse, independent and registered investment advisors in the Midwest.

Prior to joining Smead Capital Management in 2013, Matt was with Rainier Investment Management in Seattle. Previously, he was an Internal Wholesaler for Russell Investments in Seattle and Columbia Management in Boston. He holds a B.A. in Economics from the University of Washington. Matt is a Level II candidate in the CFA Program.

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Peter Bates

Vice President – Sales

Denison University, B.A. in Economics 2011

Peter is responsible for marketing the firm’s separate accounts and mutual funds to wirehouse, independent and registered investment advisors on the East Coast.

Prior to joining Smead Capital Management in 2014, Peter was an internal wholesaler with Lord Abbett & Co in Jersey City, New Jersey. He holds a B.A. in Economics from Denison University. 

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Scott Herdemian

Vice President – Sales

Villanova University, B.A. Economics, 2011

Scott is responsible for marketing the firm’s separate accounts and mutual funds to wirehouse, independent and registered investment advisors located in the Western portion of the United States. 

Prior to joining Smead Capital Management in 2014, Scott was an internal wholesaler with Lord Abbett & Co in Jersey City, New Jersey. He holds a B.A. in Economics from Villanova University.  

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Tucker Slosburg

Communications Coordinator

Hampshire College, B.A. History and Philosophy of Education, 2006
Vanderbilt University, M.Ed, Higher Education Administration, 2009

Tucker joined the firm in January 2013. He is primarily engaged with the firm’s communications, branding strategy, and public relations.

Before joining Smead Capital, Tucker worked as a registered representative with Tromans-Slosburg Investments in Kansas City. He  graduated from Hampshire College in 2006 with a degree in Philosophy and in 2009 he completed his master’s degree in Education from Vanderbilt University. Tucker currently serves on theBoard of Directorsof the Professional Association of Investment Communication Resources (PAICR), is a member of the Public Relations Society of America and is a Level II candidate in the CFA Program.

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Nehali Davé

Associate – Sales

Whitman College, B.A. Economics-Mathematics, 2013

Nehali joined the firm in July 2013. Her primary role is supporting the marketing efforts of the mutual funds with wirehouse advisors and registered investment advisors.

Nehali graduated from Whitman College in 2013 with a degree in Economics-Mathematics.

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Andrew La Cava

Associate – Sales

Whitman College, B.A. Economics 2014

Andrew joined the firm in July 2014. His primary role is supporting the marketing efforts of the mutual funds with wirehouse advisors and registered investment advisors.

Prior to joining the firm, Andrew competed in high level tennis tournaments. Andrew graduated from Whitman College in 2014 with a degree in Economics.

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