About Smead

Smead Capital Management is a registered investment advisor headquartered in Seattle, WA with an office in London, UK. The firm was founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firm’s eight 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.

Portfolio Management

Bill Smead

Chief Executive Officer & Chief Investment Officer

Whitman College, B.A. Economics

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

Prior to founding Smead Capital Management in 2007, Bill was the Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. Previously, he was with Smith Barney and Oppenheimer & Co. Bill began his career in the investment business with Drexel Burnham Lambert in 1980.

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Tony Scherrer, CFA

Director of Research & Portfolio Manager

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

Tony is a member of the investment committee 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 and BMO Harris Private Bank. Previously, he was with Merrill Lynch and Smith Barney Asset Management. Tony is a member of the CFA Institute and the CFA Society of Seattle. 

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Cole Smead, CFA

Managing Director & Portfolio Manager

Whitman College, B.A. Economics & History

Cole is a member of the investment committee 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, Cole was with Wachovia Securities. He is a member of the CFA Institute and the CFA Society of Seattle.

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Compliance and Operations

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 ALPS Distributors, Inc. 

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Jameson Greenfield

Chief Financial Officer

University of Washington, B.A. Business, Accounting

Jameson oversees the firm’s operations and financials.

Prior to joining Smead Capital Management, Jameson was a Director at BlackRock where he oversaw the operational support of the firm’s Hedge Fund and Private Credit platforms. In addition, Jameson served as a Board member for Luxembourg-based investment funds. Jameson began his career with KPMG.

Jameson Greenfield is a registered principal of ALPS Distributors, Inc.  

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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.

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Rick Lee

Vice President – Operations

University of Washington, B.A. IAS

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

Prior to joining Smead Capital Management, Rick was CCO and Director of Operations for Lattice Capital Management/Elite Wealth Management. Previously, he served as Director of Trading and Operations for Freestone Capital Management. Prior to that he was with Banc of America Investment Services.

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Sales and Marketing

Andrew La Cava, CFA

Director - Global Client Service

Whitman College, B.A. Economics

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

Andrew is a member of the CFA Institute and a member of the CFA Society of the United Kingdom.

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Matt Brudvik, CFA

Director – US Client Service

University of Washington, B.A. Economics

Matt works with advisors, family offices and institutions through the firm’s mutual funds, sub-advisory and separate accounts.

Prior to joining Smead Capital Management, Matt was with Rainier Investment Management. Previously, he was with Russell Investments and Columbia Management. He is a member of the CFA Institute and the CFA Society of Seattle.

Matthew Brudvik, CFA is a registered principal of ALPS Distributors, Inc. 
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Scott Herdemian

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 II candidate in the CFA® Program.

Scott Herdemian is a registered representative of ALPS Distributors, Inc.
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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 is a registered representative of ALPS Distributors, Inc.
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Heather Peterson

Vice President - Marketing

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.

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Devin Remlinger

Assistant 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 ALPS Distributors, Inc.
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Robert Carter

Associate – Sales

Whitman College, B.A. Economics

Robert works with investment advisors and wealth managers in the 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 ALPS Distributors, Inc.

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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.

Smead Capital Management, Inc. ("SCM") is an SEC registered investment adviser located in Seattle, Washington. 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.