David Simpson, CFA, sole principal, founded SCM in Laguna Niguel, California (1999). He is responsible for SCM’s portfolio management, research, client administration and operations.
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David Simpson, CFA
CEO/Founder Simpson Capital Management
Education
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Bethany College (1977) Bachelor of Arts in Economics with minor studies in Political Science and Psychology.
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Arizona State University (1978) Master of Business Administration at ASU’s W.P. Carey School of Business with concentration in Advanced Economics and Financial Institutions
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Chartered Financial Analyst (1993) Three year examination program from the Institute of Chartered Financial Analysts
Interests
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Laguna Niguel Chamber of Commerce (2013-present) Immediate Past Chairman- Board of Directors
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City of Laguna Niguel– Investment, Banking and Audit Committee, Committee Chairman (2013, 2015-present)
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Laguna Niguel Historical Society (2013-present) member
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Pacific DoubleFive Investment Club (2000-present) co-founder, sponsor and Vice President.
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American Economic Association
Experience
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ClubFace Golf (2007-2017) Chief Financial Officer (swing trainer manufacturer)
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University of California, Los Angeles (1998-2005) Instructor in UCLA’s Anderson School of Management‘s Personal Financial Planning program teaching courses in security analysis, investments for professionals, mutual funds, CFA Exam preparation and personal financial planning
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Imperial Trust Company, Los Angeles (1995-1999) Vice President serving as senior investment officer and portfolio manager for institutional and personal clients. Imperial Trust was acquired by Union Bank of California in 1999.
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Security Pacific National Bank, Newport Beach (1990-1995) Trust Investment Officer serving as a portfolio manager for individual and institutional clients in private bank. Security Pacific was acquired by Bank of America in 1992.
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Sanwa Bank California, Newport Beach (1987-1990) Business Development Officer for employee benefit trusts. Sanwa’s parent merged with Tokai Bank and formed United California Bank in 2001
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Eagle Scout (1973) Boy Scouts of America
Other SCM personnel: Trudy is responsible for corporate security. Please direct all security inquiries to her attention including potential cyber attack attempts.
