Samuel Breck
Profile
Mr. Breck has 45 years of investment management experience.
He is founder of Stein Roe's San Francisco office.
Previously, Mr. Breck served as Director and Managing Director of KJMM, which was acquired by Stein Roe & Farnham in 1997.
Prior to joining KJMM, he served as Vice President of the Henderson-Boston Company.
Mr. Breck began his career in portfolio management in 1959 at Elworthy & Company.
He earned a BS from the University of California at Berkeley.
Former positions of Samuel Breck
| Companies | Position | End |
|---|---|---|
KJMM Investment Management Co., Inc.
 KJMM Investment Management Co., Inc. Investment ManagersFinance KJMM Investment Management Co., Inc. is an investment company. The company is based in San Francisco, CA. KJMM Investment Management Co. was acquired by Stein Roe & Farnham, Inc. on April 16, 1996. | Corporate Officer/Principal | 2005-01-30 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Portfolio Manager-Equities | 2003-12-30 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Portfolio Manager-Equities | - |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
KJMM Investment Management Co., Inc.
KJMM Investment Management Co., Inc. Investment ManagersFinance KJMM Investment Management Co., Inc. is an investment company. The company is based in San Francisco, CA. KJMM Investment Management Co. was acquired by Stein Roe & Farnham, Inc. on April 16, 1996. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
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