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Leave behind with bios

  1. 1. OVERVIEW: OUR APPROACH:Summit Creek Capital, LLC (SCC) is an independent, Our Tailored Investment Approach Analyzes:SEC-registered asset and wealth management firmspecializing in custom, goal-specific investment The unique nature of your goals and risk profile.advisory services. SCC offers individuals andinstitutions personalized service that includes SCC takes the time to understand your financial andproprietary research and investment solutions individual situation. Your asset allocation and riskreflecting specific investment ambitions. profile are evaluated relative to a relevant blended benchmark by collectively analyzing your objectives,SCC consistently balances the critical relationship risk tolerance, liquidity and credit needs, family andbetween individual objectives and appropriate estate issues, and service preferences.risk management. SCC provides the clearing andaccount management capabilities of Pershing Short-and long-term economic considerations.Advisor Solutions LLC, a wholly owned subsidiary ofthe world’s leading global custodian, BNY Mellon. We start by listening to thoroughly understand your short-and-long-term financial requirements. Next,OUR DIFFERENCE: we create an investment strategy that best reflects these requirements utilizing our views of economicSCC combines intellectual independence with opportunity and market risk.fiduciary responsibility to find success in the basics— transparency, adaptability and integrity. Risk-adjusted investment strategies.SCC delivers exceptional investment resources, SCC’s portfolio management practice combinesoperational support and management efficiency investor-specific characteristics with assessed market— without the bureaucracy of a large firm. opportunities. SCC develops, implements, and manages asset allocations focused on a suitableOur independent advisors have access to a vast array balance of risk management and investmentof solutions and styles without the pressure to market opportunity.in-house product. Select in-house and third-party products.You have unfettered access to your information andto your portfolio managers -- for clear, measurable An independent investment advisor, SCC is objective,and understandable value. innovative and agile. Portfolio managementSCC advisors are held accountable to a strict code of begins with a macro thesis validated by bottom-upethics and expectations. fundamental analysis.If impact investing is important to you, SCC can offer Our asset allocation strategies combine historicalinvestment choices that positively and proactively data and independent analysis of our expectationsdo good while still earning a return. for future market behavior.SCC’s proprietary research engine aggregates and SCC’s portfolios include the Global Economic Trendsynthesizes a diverse base of brokerage reports, portfolio (positioned to capture long-cycle economicfinancial news, industry and sector specific sites, trends) and the Diversified Global Income portfolioindependent economic and investment research, and (positioned to meet investor future liability needs).user-level data. 360 Sun Valley Road, Ketchum, ID 83340-6849 www.summitcreekcapital.com | www.f3blog.com
  2. 2. DUNCAN MORTON, III PENNY MANDELLCFA, Co-Founder, President & Principal Co-Founder & PrincipalDuncan Morton,III, CFA, has nearly 20 years of Penny Mandell offers more than 25 years offinancial services experience. He specializes in investment management experience with ashort and long-term growth and risk management particular focus on equity education and investment.strategies for individuals and institutions. Prior She promotes financial literacy for women and hasto co-founding Summit Creek Capital in 2009, developed Financially Fluent Females, a series ofDuncan worked for a decade with UBS Financial educational workshops and a blog designed toServices, Inc., as vice president-investments and inform women about all aspects of investingbranch manager in Sun Valley, Idaho. There, (www.f3blog.com). Prior to Summit Creek Capital,he focused on Employee Stock Ownership Plans Penny spent nearly 20 years with the Smith(ESOP), providing tax deferral strategies and Barney (or its predecessor firms) in the areas ofbuilding post-transaction investment portfolios. research and institutional sales. There, she wasIn addition, he provided individuals, families, the director of the SB Portfolio Managementand institutions with short and long-range wealth Group, which enabled qualified consultants tomanagement services, including lending solutions, manage discretionary, fee-based assets. She wasequity risk strategies, and financial and estate instrumental in developing a proprietary tradingplanning. Earlier, Duncan worked as a financial system and all areas of oversight for the Group,analyst at Moss Adams Advisory Services in Seattle, which also maintained the firms highest retail returnWash., advising privately-held companies and on assets. Before joining Smith Barney, Penny wasfamily limited partnerships. Specifically, his advisory in institutional sales at L.F. Rothschild, Unterbergservice to ESOPs included valuations, estate and tax and Towbin. She has served on the board ofsituations, and fairness opinions. the Animal Shelter of the Wood River Valley and enjoys skiing and hiking. Penny earned a master’sDuncan serves as a director of The Sage School‘s degree in international business from the Universityboard of trustees and The Company of Fools’ board of South Carolina, and a bachelor’s degree ofof directors, and is an avid mountain biker and psycholinguistics from Davidson College.skier. He is a member of the CFA Institute and is IAN JAMESONa Chartered Financial Analyst. Duncan earned amaster’s degree in management from the GeorgiaInstitute of Technology and bachelor’s degree in Co-Founder, Operations Officer & Principalhistory from the University of North Carolina atChapel Hill. Ian Jameson is a CFA candidate who specializes in researching and analyzing global investmentNANCY GLICK themes that drive economic growth and productivity. Prior to joining Summit Creek Capital, Ian workedMarketing Director with Craton Capital, a specialist manager of portfolios in the agricultural sector. Earlier, heNancy Glick is responsible for the firm’s strategic worked in the outdoor education and non-profitmarketing, design, and client relations; and brings sectors. An active outdoorsman, Ian enjoys flynearly 15 years of top-tier sales and marketing fishing and rock climbing. He earned his bachelor’sexpertise to her role. Most recently, she was degree in economics with honors from themarketing manager with Colliers International and University of California, Santa Cruz.marketing director with Stoecklein Photography & MATT MCNEALPublishing. During her time with Stoecklein, Nancyoversaw the company’s relationships with CreativeArts, Western Horseman, King Ranch, and Bayer Analyst - PrincipalPharmaceuticals. Earlier she worked in the high techsector as a senior sales executive with CompuCom Matt McNeal earned a degree in Economics fromSystems, a provider of IT management services Bowdoin College in 2002. He interned in summersfor Fortune 1000 and mid-size companies. Nancy at Uranga & Associates Financial Management.is a member of the Sun Valley area’s Mud Honey Prior to Summit Creek Capital Mr. McNeal workedCycling, an equestrian with Lucky 13 and has as a Project Manager for a custom home buildervolunteered with Expedition Inspiration Fund for where he oversaw and managed cost projections,Breast Cancer Research since 2007. She earned budgeting and cost databases. Mr. McNeal becamea bachelor’s degree in communications and an Investment Advisor representative in 2009 and isjournalism from Gonzaga University. a CFA candidate.