Scott F. Kozney
Analyst-Equity presso Spence Asset Management
Profilo
Mr. Scott F.
Kozney, CFA, is a Senior Analyst at Westwind Capital, Inc. He joined the firm in 2007.
He sits on the firm's investment committee where he is responsible for formulating investment ideas using fundamental analysis and extensive due diligence.
He performs institutional trading activities and a multitude of support activities.
Prior to joining the Spence Team, Mr. Kozney spent five years with Cordillera Asset Management, where he carried a variety of roles including Head of Trading, Senior Research Analyst and Mid-Cap Portfolio Manager.
Previously, he gained experience at Unicom Capital LLC a Denver, Colorado based hedge fund.
There he launched his career serving as an equity trader.
Mr. Kozney earned his Bachelor of Science in Finance with a minor in Economics and Accounting from the University of Colorado at Boulder where he graduated with top honors, Summa Cum Laude.
Mr. Kozney was awarded his CFA charter in August of 2007.
Posizioni attive di Scott F. Kozney
| Società | Posizione | Inizio |
|---|---|---|
Spence Asset Management
 Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Analyst-Equity | 01/01/2007 |
Precedenti posizioni note di Scott F. Kozney
| Società | Posizione | Fine |
|---|---|---|
Cordillera Asset Management, Inc.
 Cordillera Asset Management, Inc. Investment ManagersFinance Founded in 1991 by Michael Barela, Cordillera Asset Management, Inc. is a registered investment advisor located in Denver, Colorado. The firm provides investment services to tax-exempt, institutional sponsors and also manages assets for pension funds and endowments | Analyst-Equity | 30/04/2007 |
Chicago Mercantile Exchange, Inc.
 Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Chicago Mercantile Exchange Inc. operated a stock exchange. The company was founded on November 13, 2000 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/2001 |
Unicom Capital LLC
 Unicom Capital LLC Investment ManagersFinance Unicom Capital LLC (Unicom) is an independent hedge fund management firm headquartered in Denver, Colorado with an additional office in New York. The firm was founded by Richard C. Diecidue in 1996. Unicom manages the assets of financially sophisticated clients. | Direttore della Ricerca - Azioni | - |
Formazione di Scott F. Kozney
| The University of Colorado | 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 | 4 |
|---|---|
Cordillera Asset Management, Inc.
Cordillera Asset Management, Inc. Investment ManagersFinance Founded in 1991 by Michael Barela, Cordillera Asset Management, Inc. is a registered investment advisor located in Denver, Colorado. The firm provides investment services to tax-exempt, institutional sponsors and also manages assets for pension funds and endowments | Finance |
Chicago Mercantile Exchange, Inc.
Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Chicago Mercantile Exchange Inc. operated a stock exchange. The company was founded on November 13, 2000 and was headquartered in Chicago, IL. | Finance |
Spence Asset Management
Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Finance |
Unicom Capital LLC
Unicom Capital LLC Investment ManagersFinance Unicom Capital LLC (Unicom) is an independent hedge fund management firm headquartered in Denver, Colorado with an additional office in New York. The firm was founded by Richard C. Diecidue in 1996. Unicom manages the assets of financially sophisticated clients. | Finance |
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