Sales Desk – US   877.701.2883
Sales Desk – UK   +44 (0)20.8819.6490
US INVESTORS
Non-US INVESTORS
Sales Desk – US   877.701.2883
Sales Desk – UK   +44 (0)20.8819.6490
US INVESTORS
Non-US INVESTORS

About Smead

At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts, UMAs and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth. 

Our Staff

Smead Capital Management is a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK.

Portfolio Management

Bill Smead

Chief Investment Officer

Cole Smead, CFA®

Chief Executive Officer & Portfolio Manager

Seamus Sullivan

Senior Analyst

Nick Garcia, CFA®

Analyst

Will
Keenan

Analyst

Compliance and Operations

Steve LeMire

Chief Compliance Officer

Yelena Schubert

Vice President – Operations

Dan Marshall

Vice President – Operations

Dawn Leisch

Senior Executive Assistant

Sales and Marketing

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Richard O'Connell

Head of Business Development – EMEA
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Andrew La Cava, CFA®

Senior Vice President – Sales
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Scott Herdemian

Senior Vice President – Sales

Devin Remlinger

Senior Vice President – Sales

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James Casey, CFP®

Vice President – Sales

Robert
Carter

Assistant Vice President – Sales

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Brendan O'Hora

Associate – Sales

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Thomas Franco

Associate – Sales

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Heather Peterson

Director – Marketing & Brand Development

CFA® is a registered trademark owned by the CFA Institute.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Form CRS: Customer Relationships Survey

Smead Capital Management, Inc. (“SCM”) is an SEC registered investment adviser located in Phoenix, Arizona. Registered investment adviser does not imply a certain level of skill or training. SCM may only transact business in those states in which it is registered or has completed the appropriate notice-filing requirements. This website is limited to the dissemination of general information regarding SCM and SCM’s services and should not be used as the primary basis of investment decisions nor should it be construed as a solicitation or advice designed to meet the particular investment needs of any specific investor. Prospective clients should consult with a financial consultant to review their investment objectives and financial situation before determining whether any investment, security, or strategy is suitable. A copy of SCM’s Form ADV Part 2A providing information regarding SCM’s services, fees, and other important disclosure items is available is available on this website. Any opinions expressed on this site or in any SCM–authored documents are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. No information should be interpreted to state or imply that past results are an indication of future performance. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. No portion of the web site content should be interpreted as legal, accounting or tax advice. The email link on the Contact page does not generate an encrypted (secure) message. You may not link other websites to this website without the written permission of SCM. Unauthorized use of this site, or any of the material on this site without the permission of SCM, is prohibited.

© Copyright 2024. Smead Capital Management. All rights reserved.

© Copyright 2022. Smead Capital Management.
All rights reserved.

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Bill Smead

Chief Investment Officer
Whitman College, B.A. Economics

Bill Smead is the founder and chairman of Smead Capital Management and created the firm’s investment discipline. As Chief Investment Officer, he is the final decision maker for all investment decisions in the firm’s domestic equity portfolios. He has over 43 years of experience in the investment industry. He started his career with Drexel Burnham Lambert in 1980.

Cole Smead, CFA®

Chief Executive Officer & Portfolio Manager
Whitman College, B.A. Economics & History

Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute.

Seamus Sullivan

Senior Analyst
California State Polytechnic University, Bachelor of Science, Business Administration; Marketing & University of Southern California, Master of Business Administration

Seamus is a member of the Investment Team that oversees the day-to-day management of the firm’s separate accounts and mutual funds.

Prior to joining Smead Capital Management, he was Vice President, Equity Analyst for Citizens Trust. He was previously with Kopernik Global Investors and Rosenzweig Capital Management.

Nick Garcia, CFA®

Analyst
University of Nevada, Las Vegas; Master of Science – Quantitative Finance; Master of Arts – Economics

Nick is a member of the Investment Team that oversees the day-to-day management of the firm’s separate accounts and mutual funds.

Prior to joining Smead Capital Management, he was an investment banking analyst for US Capital Global. Prior to that, he was with Credit One Bank. Nick is a member of the CFA Institute.

Will Keenan

Analyst
University of California, Los Angeles, Bachelor of Arts – History

Will is a member of the Investment Team that oversees the day-to-day management of the firm’s separate accounts and mutual funds.

Prior to joining Smead Capital Management, he was a junior research analyst at Miller Value Partners and a summer intern at Harris Associates.

Steve LeMire

Chief Compliance Officer
University of Iowa, B.A. Economics

Steve is responsible for all compliance functions of the firm.

Prior to joining Smead Capital Management, Steve was with UBS Global Asset Management-Americas and served as Vice President and Assistant Treasurer to The UBS Funds. Previously, he was a Principal at Oberweis Asset Management, Inc., where he was responsible for compliance, operations and fund administration. In addition, Steve served as Vice President, Secretary to The Oberweis Funds. 

Steve LeMire is a registered principal of UMB Distribution Services, LLC.

Yelena Schubert

Vice President – Operations
Alaska Pacific University, Master of Global Finance

Yelena is jointly responsible for the firm’s day-to-day operational functions.

Prior to joining Smead Capital Management, Yelena was Senior Operations Associate at GW Capital, Inc. where she assisted the CCO and Director of Operations. She was previously with McKinley Capital Management, LLC.

Dan Marshall

Vice President – Operations
University of Arizona, Masters of Business Administration

Dan is jointly responsible for the firm’s day-to-day operational functions.

Prior to joining Smead Capital Management, Dan was with Edward Jones. Previously, he was with Stark Investments.

Dan Marshall is a registered representative of UMB Distribution Services, LLC.

Dawn Leisch

Senior Executive Assistant
Northern Arizona University

Dawn is responsible for the administrative functions of the firm.

Prior to joining Smead Capital Management, Dawn held executive assistant roles with Meritage Homes, Fullscript and Axway, Inc.

Richard O'Connell

Head of Business Development – EMEA 
University of Limerick; Master of Arts, European Studies
Trinity College, Dublin; Bachelor of Arts, Economics & Politics

Richard works with advisors, family offices and institutions through the firm’s UCITS funds, sub-advisory and separate accounts for non-US investors. He is based in the London, UK office. 

Prior to joining Smead Capital Management, Richard was Managing Partner, Head of Business Development and CEO for Columbus Point LLP. Previously he was with RO’C Advisory and UBS Asset Management.

Andrew La Cava, CFA®

Senior Vice President – Sales 
Whitman College, B.A. Economics

Andrew works with investment advisors and wealth managers in the Southwest United States through the firm’s mutual funds and separate accounts. 

Andrew is a member of the CFA Institute.

Andrew La Cava, CFA® is a registered representative of UMB Distribution Services, LLC.

Scott Herdemian

Senior Vice President – Sales
Villanova University, B.A. Economics

Scott works with investment advisors and wealth managers in the Eastern United States through the firm’s mutual funds and separate accounts.

Prior to joining Smead Capital Management, Scott was Regional Consultant with Lord Abbett & Co. He is a Level III candidate in the CFA® Program.

Scott Herdemian is a registered principal of UMB Distribution Services, LLC.

Devin Remlinger

Senior Vice President – Sales
University of Washington, B.A. Economics

Devin works with investment advisors and wealth managers in the Midwest United States through the firm’s mutual funds and separate accounts.

Prior to joining Smead Capital Management, Devin was with MassMutual. He is a Level II candidate in the CFA® Program.

Devin Remlinger is a registered representative of UMB Distribution Services, LLC.

James Casey, CFP®

Vice President – Sales
Arizona State University, B.A. Economics

James works with investment advisors and wealth managers in the Western United States through the firm’s mutual funds and separate accounts.

Prior to joining Smead Capital Management, James was Regional Sales Associate with Guggenheim Partners. Prior to that, he was with Nuveen Investments and Franklin Templeton Investments. He holds the Certified Financial Planner® certification.

James Casey, CFP® is a registered representative of UMB Distribution Services, LLC.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Robert Carter

Assistant Vice President – Sales
Whitman College, B.A. Economics

Robert works with investment advisors and wealth managers in the South Eastern United States through the firm’s mutual funds and separate accounts. He is a Level I candidate in the CFA® Program. 

Robert Carter is a registered representative of UMB Distribution Services, LLC.

Brendan O'Hora

Associate – Sales
Quinnipiac University, B.A. Finance

Brendan works with investment advisors and wealth managers in the Northeast and Midwest United States through the firm’s mutual funds and separate accounts. 

Prior to joining Smead Capital Management, Brendan was with EF Hutton and Third Bridge.

Bredan O’Hora is a registered representative of UMB Distribution Services, LLC.

Thomas Franco

Associate – Sales 
Saint Louis University, B.S. Finance; B.S. Accounting

Thomas works with investment advisors and wealth managers in the Southeast United States and EMEA regions through the firm’s mutual funds and separate accounts.

Prior to joining Smead Capital Management, Thomas was with Renaissance Financial.

Thomas Franco is a registered representative of UMB Distribution Services, LLC.

Heather Peterson

Director – Marketing & Brand Development
University of Washington, B.A. Business Administration

Heather is responsible for the marketing functions of the firm.

Prior to joining Smead Capital Management, Heather was Marketing Manager for WHV Investments. Prior to that, she was with Symetra Financial Corporation and Rainier Investment Management.