We are dedicated to providing our clients with superior investment results, timely and compliant reports, and responsive and professional client service. Lateef is led by the Executive Committee of Khateeb Lateef (Founder), Ryan Willson (Chief Executive Officer) and Justus Leachman (Chief Operating Officer and Chief Financial Officer). Functionally we are organized into three areas: portfolio management, operations and compliance, and client service and marketing.
Our Portfolio Management Team has over 100 years of collective investment experience. All research and portfolio management decisions are made by the team, then implemented across all client accounts. Together, we decide which stocks are owned in client portfolios. Our team-based structure is built on the foundation of a clearly defined investment process which includes 25 distinct investment criteria and a strict pricing discipline. The team consists of Khateeb Lateef, CFA, Scott Chapman, CFA, and Quoc Tran.
Khateeb Lateef, CFA, founded Lateef Investment Management in 1974. Prior to forming Lateef Investment Management, he was a General Partner at Hambrecht & Quist as Research Director since 1970. In 1964, Mr. Lateef joined Glore Forgan, Wm. R. Staats, Inc., which later merged with FI Dupont. At the time of the merger, Mr. Lateef was Vice President and voting stockholder in charge of West Coast research. In 1959, he joined the Trust Investment Department of the Bank of America as a securities analyst. He received his BS degree from Fordham University.
Scott Chapman, CFA, MBA, joined Lateef Investment Management in March, 2002. Previous positions included Senior Portfolio Manager, Director of Large-Cap Growth Strategy, and Research Director at Dreyfus Founders Asset Management, and Senior Portfolio Manager and Director of Growth Strategy at HighMark Capital Management. He received his BS degree from Santa Clara University and his MBA, Finance, from Golden Gate University. Scott taught investment principles to CFA candidates in San Francisco for seven years.
Quoc Tran, MBA, joined Lateef Investment Management in November 2005. In 2002, Quoc joined Wallace R. Weitz & Co. as Head of Private Client Services, Portfolio Manager, and Research Coordinator/Analyst. There, he contributed to the management of over $8 billion in client assets, personally managing and generating superior returns for institutional and high-net-worth family accounts. Previously, he spent five years at Goldman Sachs and Co. as an institutional sales professional, leaving the company as Vice President and Director in the Equities Division. He received his BA degree from Bates College and his MBA in Finance from the University of Chicago.
James Tarkenton, CFA, MBA, joined Lateef Investment Management in June, 2008. Previous positions include Managing Member and Portfolio Manager at RBO & Co, LLC,Vice President and Senior Research Analyst at Oak Value Capital Management, and Senior Research Associate at Cambridge Associates. James received a BS in finance from Virginia Commonwealth University and his MBA with honors from the University of North Carolina at Chapel Hill.
Led by Justus Leachman, Chief Operating Officer and Chief Financial Officer, the Operations and Compliance Team includes the following Operations Associates: Anna Hysinger, Matt Schaefer, Steven Alderson, Margaret Reynolds, and Kim Haworth, as well as our Traders, David Tudor and Brad Uzelac. The Traders work closely with the Portfolio Management Team to implement and execute investment decisions across our clients’ portfolios. The Operations Team ensures that our books and records are maintained in compliance with federal and state regulations and that our clients’ portfolios are reconciled with the custodians’records.
Led by Ryan Willson, Chief Executive Officer, the Client Service and Marketing Team includes Managing Directors John Shepherd, Jennifer Lavin, CIMA, and Director Emily Eisenbarth. Our goal is to provide financial peace of mind for our clients. We educate prospective clients about our process and philosophy to help them evaluate whether the Lateef investment style is appropriate for their individual objectives. Our approach to investing is focused on the long term, and we take a similar approach to our client relationships. We make ourselves accessible and responsive – whether a client has been with us for three months or thirty years. Our clients receive quarterly letters discussing our investment strategy and the general market environment, along with a statement of individual portfolio holdings.
