Jock has long been known as a skilled conversationalist with an innate skill for talking with and listening to investors to identify their fundamental needs and challenges. He founded Connecting Successfully so that his clients and those of The Charnley Collective can benefit from his discussions on their behalf.
Jock has more than 40 years of experience in the institutional investment management arena – as a securities analyst, portfolio manager and marketer. He co-founded Cadence Capital Management when he and his co-partner were lifted by Pacific Mutual Life from a Boston asset management firm to start a long-only, quantitatively driven aggressive equity shop focusing on small cap, SMID and large cap portfolios. Of the four firms funded by PFAMCO (Pacific Financial Asset Management Company) in the late 80s , Cadence was considered to be the most successful startup.
In the industry, Jock was known as “Mr. Outside.” He was responsible for identifying, developing and garnering pension fund, endowment and foundation clients. Jock is passionate about cold calling. He has been a frequent speaker on the subject of cold calls and how best to engage prospects.
Jock is a former Board member and served as a past Treasurer of AIMSE, and was a member of the Frank Russell Advisory Board.
He received a B.A. degree in American History from Hobart College and a graduate degree from Thunderbird School of Global Management focusing on Spanish and international marketing. Jock was class valedictorian.