Profil
Mr. Jon M.
Kmett, CPA, is a President & Chief Financial Officer at SFE Investment Counsel Inc. and a Board Member at Millennium House.
In addition to his current duties, Mr. Kmett’s primary interest is the investment and relationship management of his clients.
He has a devoted client base that benefits from his many years of investment experience and personal touch.
After joining SFE, he was instrumental in the company’s shift from a commission to fee-based business model.
This change was an important way to align SFE interests with client objectives and provide mutual prosperity.
Mr. Kmett is also an active member of the SFE's Investment Committee and is SFE’s board chairman, as well as a shareholder.
Mr. Kmett began his career as a tax CPA after graduation from USC.
His accounting background provides helpful counsel to clients with business, trust and retirement plan questions.
A proponent of giving back to society through volunteer work, he serves as chairman of the board of the Millennium Housing group and is a board member of Catholic Big Brothers Big Sisters.
He previously served as board chair of Ability First and on the board of St. Vincent Medical Center Foundation.
Mr. Kmett received his Bachelor of Science in Accounting degree from the University of Southern California.
Aktive Positionen von Jon Michael Kmett
| Unternehmen | Position | Beginn |
|---|---|---|
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE seeks to produce returns that consistently outperform their benchmarks while taking less-than-market risk. The firm aims to achieve long-term growth and preserve capital by employing an opportunistic, total return approach to managing client accounts. Their core competence is managing concentrated portfolios of US listed equities, often with fixed income components. SFE uses a top-down evaluation of industry sectors to identify macro-economic trends and market cycles. They then conduct a bottom-up analysis of select companies that will be affected by these trends. Fixed income securities are selected for portfolios based upon the client’s investment objective and risk tolerance. | Vorsitzender | 01.11.2007 |
Millennium House | Corporate Officer/Principal | 28.02.2011 |
Ehemalige bekannte Positionen von Jon Michael Kmett
| Unternehmen | Position | Ende |
|---|---|---|
Stern Fisher Edwards, Inc.
Stern Fisher Edwards, Inc. Investment Banks/BrokersFinance Provides brokerage services | Direktor der Forschung - Eigenkapital | 01.06.2016 |
Ausbildung von Jon Michael Kmett
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE seeks to produce returns that consistently outperform their benchmarks while taking less-than-market risk. The firm aims to achieve long-term growth and preserve capital by employing an opportunistic, total return approach to managing client accounts. Their core competence is managing concentrated portfolios of US listed equities, often with fixed income components. SFE uses a top-down evaluation of industry sectors to identify macro-economic trends and market cycles. They then conduct a bottom-up analysis of select companies that will be affected by these trends. Fixed income securities are selected for portfolios based upon the client’s investment objective and risk tolerance. | Finance |
Stern Fisher Edwards, Inc.
Stern Fisher Edwards, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Millennium House |
















