SCOTT LONG

Scott serves SGL Investment Advisors, Inc. as Senior Portfolio Manager, Chief Compliance Officer and President.
Education: B.A. in History and a B.S. in Political Science from Dallas Baptist University, Dallas, Texas (1974); M.A. in History from the University of Montana, Missoula (1981).
Business Background: Financial Consultant, IDS Financial Services; Co-Founder of SG Long & Company (1987). 


SUSAN WILLIAMS

Susan serves SGL Investment Advisors as a Senior Portfolio Manager.
Education: B.S. in Economics from Lafayette College, Easton, Pennsylvania (1987).
Business Background: Lending Officer, Chemical Bank in New York City; Portfolio Manager specializing in Fixed Income, Thornburg Mutual Funds; Financial Advisor with SG Long & Company (since 1994).

Community Involvement: Past Board Member, Current Member of Rotary Club of Missoula, Past President and Current Member of Missoula Downtown Association, Past Board Member of Missoula Ski Education Foundation, Past Chair and Current Board Member of Loyola Sacred Heart Foundation, Current Board Member of Missoula Economic Partnership.


TOM KERR, CFA

Tom serves SGL Investment Advisors as Chief Investment Officer.
Education: B.B.A. in Finance from Texas Tech University, Lubbock, Texas (1986); CFA designation (1998).
Business Background: Financial Analyst, G.E Capital; Credit and Financial Analyst, Fuji Bank; Principal, Portfolio Manager and Analyst, Reed Conner & Birdwell Investment Management; Director of Research with SGL Investment Advisors (2014).

Community Involvement: Active in reading related charities and many outdoor not-for profit volunteer activities.


JOSHUA DENNEY

Josh serves as a Research Analyst and Trading Specialist for SGL Investment Advisors.
Education: B.S. in Finance, with high honors, from the University of Montana, Missoula (2006).
Business Background: Northwestern Mutual Financial Network; Research Associate with SGL Investment Advisors (since 2008).


ZACH CARVALHO

Zach serves as a Research Associate for SGL Investment Advisors.
Education: B.S. in Finance from the University of Montana, Missoula (2014).
Business Background: Research Associate with SGL Investment Advisors (since 2013).


 

SGL Investment Advisors is supported by a staff of eight in the areas of Operations, Compliance and Marketing. We also utilize an active student intern program with the University of Montana.