William Schaff
Alameda,CA
Summary
Proven business and community leadership with a demonstrated track record of business growth, operational excellence, and strategic visioning, Led all major investment strategies and investment teams at Phocas Financial Corp and Bay Isle Financial, delivering attractive long-term returns with moderate risk. Skilled in effective and timely decision-making, strong analytical capabilities and collaborative team building.
Active in the local community through prior Board member roles with the local Alameda Unified School Board (AUSD), including President. Founded a local public community Charter School, the Academy of Alameda, one of the most diverse K-8 public schools in California. The School's mission is to equitably develop students into critical thinkers and life-long learners who navigate the world with integrity and who apply their learning to empower themselves and their communities.
Overview
44
44
years of professional experience
Work History
CEO
Phocas Financial Corp
06.2005 - Current
Phocas Financial Corporation was founded in 2005, and is based in Alameda, California. The firm is 100% employee-owned, and William Schaff is CEO and majority partner. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. The firm's client roster also includes several managers of managers serving large investors including prominent U.S. public pension plans. Phocas currently manages three main investment strategies: U.S. Small Cap Value equities; and U.S. Equity Real Estate Investment Trusts; and U.S. Equity Income which invests in equities and preferred securities. Phocas investment strategies are built and managed to deliver attractive long-term returns with moderate risk and low turnover.
President
Bay Isle Financial LLC
03.2002 - 03.2005
Bay Isle Financial LLC managed three main investment strategies: U.S. Small Cap Value equities; U.S. Equity Real Estate Investment Trusts; and U.S. Equity Income which invests in equities and preferred securities. Bay Isle Financial LLC investment strategies were built and managed to deliver attractive long-term returns with moderate risk and low turnover.
Chief Investment Officer
Bay Isle Financial Corp
06.1986 - 03.2002
Bay Isle Financial Corp. managed three main investment strategies: U.S. Small Cap Value equities; U.S. Equity Real Estate Investment Trusts; and U.S. Equity Income which invests in equities and preferred securities. Bay Isle Financial Corp. investment strategies were built and managed to deliver attractive long-term returns with moderate risk and low turnover.
Company was purchased by Janus Capital Group in partnership with the Berger Funds, in March 2002.
Engineer
Chevron Corp
09.1980 - 06.1986
Education
Master of Science - Engineering
University of California - Davis
Davis, CA06.1980
Skills
- Effective Team Building
- Effective Decision Making
- Operational Excellence
- Strategic Visioning
Timeline
CEO
Phocas Financial Corp
06.2005 - Current
President
Bay Isle Financial LLC
03.2002 - 03.2005
Chief Investment Officer
Bay Isle Financial Corp
06.1986 - 03.2002
Engineer
Chevron Corp
09.1980 - 06.1986
Master of Science - Engineering
University of California - Davis
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