Today's Guest:  Scott Chapman

Scott A. Chapman, CFA

Chief Executive Officer and Portfolio Manager

Scott A. Chapman is a Chartered Financial Analyst, CEO and Portfolio Manager of Chapman Investment Management, LLC, which he founded in 2013. He has more than thirty years of experience managing investment portfolios and performing securities analysis.

Mr. Chapman was Managing Director and Portfolio Manager with Lateef Investment Management from 2002-2012, during which time the firm’s assets grew from $500 million to over $5.5 billion. At Lateef, Scott was a member of a three-person portfolio management team that delivered investment performance in excess of the S&P 500 by an average of 3.8% annually and outperformed the index in nine of eleven years, all with lower portfolio risk. The Lateef mutual fund earned the top five-star rating by Morningstar rating agency.

Previous positions included Senior Portfolio Manager, Director of Large-Cap Growth Strategy, and Research Director at Dreyfus Founders Asset Management, and Senior Portfolio Manager and Director of Growth Strategy at HighMark Capital Management. At HighMark, he designed and managed the investment strategy for the HighMark Growth Fund, which was also awarded a top five-star Morningstar performance rating.

Mr. Chapman received his M.B.A. in Finance from Golden Gate University and his B.S. in Accounting from Santa Clara University.  He taught investment principles to CFA candidates in San Francisco for seven years. He also developed and instructed investment seminars, called “Lessons from the Masters,” which profiled the investments principles and case studies of stocks used by Sir John Templeton, Peter Lynch, and Warren Buffett.  Mr. Chapman recently wrote a book called Empower Your Investing—Adopting Best Practices of John Templeton, Peter Lynch, and Warren Buffett which will be published in August 2019 and is available on Amazon and Barnes & Noble at the links below. Mr. Chapman is a national board member of Positive Coaching Alliance, former Chair of the Alumni Advisory Board for Golden Gate University’s graduate school of business, and volunteers at several other non-profit organizations.  He is married, has two grown children, two grandchildren, and enjoys hiking, cycling, swimming, reading and the fulfillment of making a positive difference in building clients’ capital.

Investing is a life skill and, like any life skill, the key is to learn from those who have already done it well. Empower Your Investing­: Adopting Best Practices of John Templeton, Peter Lynch, and Warren Buffett offers a success-based framework, discipline, and toolkit for investing success.

Find Scott's Book, Empower Your Investing: Adopting Best PRactices From Peter Lynch, John Templeton, and Warren Buffett

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