Scott L. Lummer, PhD, CFA
CEO, Chief Investment Officer, Advisor



B.S. Mathematics; PhD Management (Finance), Purdue University 


Business Activities:

Senior Consultant at Manufacturers Hanover Trust Company; Guest Professor at Johannes Kepler University; Associate Professor of Finance at Texas A&M University; Managing Director of Consulting Services for Ibbotson Associates; Chief Investment Officer at mPower; Director of Research at Atlantic Asset Management. 

Other professional activities include:

Chairman of Candidate Curriculum Committee for the CFA Institute; director for the Financial Management Association; director for the Midwest Finance Association; member or the Texas A&M University Finance Department Advisory Board. 


Presented speeches and training programs to over 130 businesses and organizations, including: the CFA Institute, the Security Analysts Association of Japan, the Austrian Society of Financial Analysts, the International Association of Financial Planners, Union Bank Switzerland, Banco Bilbao Vizcaya, Morgan Stanley and Smith Barney. 

Written articles for over 25 books, journals, and other periodicals, including: Journal of Portfolio Management, Journal of Investing and Bank Securities Journal; also co‐authored the 1st edition of the Pension Investment Handbook. 


Volunteer activities include:

Chairman of the Board of Trustees for Sonoma Country Day School, member of the Board of Directors of 6th Street Playhouse and President of Mark West Little League. 

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Emery Bay Center 

6425 Christie Avenue, Suite 290

Emeryville, CA 94608