Scott Opsal

Scott Opsal

Director of Research - Equity at The Leuthold Group LLC

Finance
Consumer Services

Profile

Mr. Scott Opsal, CFA MBA, is a Director of Research & Equities at The Leuthold Group LLC and a Director of Research at The Leuthold Group LLC.
His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.
He also coordinates idea flow among the firm’s research team, and is a regular contributor to The Leuthold Group’s institutional research publications.
He brings over thirty years of professional investment experience to the Leuthold team.
As Chief Investment Officer of Invista Capital Management, and as Head of Equities at Members Capital Advisors, he was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, style-based investing, and taxable investing.
He designed and implemented institutional-grade research and portfolio management processes to provide a rigorous, consistent framework for decision making and the analytical tools that drive strategy for multi-asset portfolios.
His past corporate-level activities included serving on management and investment policy committees, staff recruiting and hiring, representing the equity group at fund board meetings, marketing and support to wholesalers and financial representatives, and selecting outside sub-advisors.
Prior to joining the Leuthold team, he fulfilled a lifelong career goal by serving as Director of the Applied Investments Program and teaching Security Analysis and other finance classes at the University of Wisconsin ? Whitewater.
He recently served on the CFA Society Madison Board of Directors.
He received his B.S.B.A.
from Drake University in 1982 and an MBA from the University of Minnesota in 1983.
He earned his CFA designation in 1986.

Scott Opsal active positions

CompaniesPositionStart
Director of Research - Equity 2016-05-31
Director of Research - Equity -
All active positions of Scott Opsal

Former positions of Scott Opsal

CompaniesPositionEnd
Analyst-Equity 2009-11-30
PRINCIPAL FINANCIAL GROUP, INC. Director of Research - Equity 2002-12-30
Invista Capital Management LLC Corporate Officer/Principal -
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Training of Scott Opsal

Drake University Undergraduate Degree
University of Minnesota Masters Business Admin

Experiences
Positions held

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Listed companies

Private companies

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Connections

59

1st degree connections

7

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Listed companies1
PRINCIPAL FINANCIAL GROUP, INC.

Finance

Private companies4

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Finance

Finance

Invista Capital Management LLC

Finance

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