Jon Michael Kmett
Director of Finance/CFO presso SFE Investment Counsel Inc.
Profilo
Mr. Jon M.
Kmett, CPA, is a President & Chief Financial Officer at SFE Investment Counsel Inc. and a Board Member at Millennium House.
In addition to his current duties, Mr. Kmett’s primary interest is the investment and relationship management of his clients.
He has a devoted client base that benefits from his many years of investment experience and personal touch.
After joining SFE, he was instrumental in the company’s shift from a commission to fee-based business model.
This change was an important way to align SFE interests with client objectives and provide mutual prosperity.
Mr. Kmett is also an active member of the SFE's Investment Committee and is SFE’s board chairman, as well as a shareholder.
Mr. Kmett began his career as a tax CPA after graduation from USC.
His accounting background provides helpful counsel to clients with business, trust and retirement plan questions.
A proponent of giving back to society through volunteer work, he serves as chairman of the board of the Millennium Housing group and is a board member of Catholic Big Brothers Big Sisters.
He previously served as board chair of Ability First and on the board of St. Vincent Medical Center Foundation.
Mr. Kmett received his Bachelor of Science in Accounting degree from the University of Southern California.
Posizioni attive di Jon Michael Kmett
Società | Posizione | Inizio |
---|---|---|
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Director of Finance/CFO | 01/11/2007 |
Millennium House | Corporate Officer/Principal | 28/02/2011 |
Precedenti posizioni note di Jon Michael Kmett
Società | Posizione | Fine |
---|---|---|
Stern Fisher Edwards, Inc.
Stern Fisher Edwards, Inc. Investment Banks/BrokersFinance Founded in 1977, Stern Fisher Edwards, Inc. is an independent investment advisory firm and broker/dealer headquartered in Los Angeles. They use a top-down approach for their analysis. Their top-down analysis stats with global economic issues that impact the sectors they watch, and leads them to the specific industries and companies they follow. In picking stocks, they seek value in fundamentally sound businesses. They typically find it in small- and mid-cap companies, although their core holdings include large-cap companies. Stern Fisher likes dividend-paying stock with strong, customer-oriented management and solid growth potential. They prefer established firms that have retrenched or are launching new initiatives. | Director of Research - Equity | 01/06/2016 |
Formazione di Jon Michael Kmett
University of Southern California | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Finance |
Stern Fisher Edwards, Inc.
Stern Fisher Edwards, Inc. Investment Banks/BrokersFinance Founded in 1977, Stern Fisher Edwards, Inc. is an independent investment advisory firm and broker/dealer headquartered in Los Angeles. They use a top-down approach for their analysis. Their top-down analysis stats with global economic issues that impact the sectors they watch, and leads them to the specific industries and companies they follow. In picking stocks, they seek value in fundamentally sound businesses. They typically find it in small- and mid-cap companies, although their core holdings include large-cap companies. Stern Fisher likes dividend-paying stock with strong, customer-oriented management and solid growth potential. They prefer established firms that have retrenched or are launching new initiatives. | Finance |
Millennium House |
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