Sheila Atwell
Profile
Prior to Phocas Financial, Ms. Atwell was a Portfolio Manager with Alexander Capital and Pell Rudman Trust Company managing portfolios and relationships for high net-worth individuals.
Her past experiences include securities analysis, developing and writing investment policies and creating asset allocation plans as well as projecting cash flow scenarios for high net-worth clients.
Ms. Atwell also has experience with company pension plans and retirement savings plans, having administered a 401(K) plan for a large oil company.
Ms. Atwell received her BA from the University of Arizona in Finance and Human Resource Management.
Ms. Atwell is a CFA charter holder and a member of the Denver Society of Securities Analysts.
Former positions of Sheila Atwell
| Companies | Position | End |
|---|---|---|
Phocas Financial Corp.
 Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Analyst-Equity | 29/02/2008 |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Finance |
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