Clinton M. Bidwell III, PhD. Finance, MBA, BA

Chairman & Chief Investment Officer

  • PhD. Finance | University of Southern California
  • MBA | University of California, Berkeley
  • BA, Political Science | University of California, Berkeley

Clinton M. Bidwell III is the founder and Chairman of C. M. Bidwell & Associates, Ltd. He created the firm in 1979 in Honolulu while a Professor of Finance at the University of Hawaii. Dr. Bidwell has served as Professor of Finance at several universities on the U.S. Mainland including the University of California, Berkeley and the University of North Carolina at Chapel Hill. He has published numerous articles in the field of investments.

Prior to receiving his doctorate at the University of Southern California, Dr. Bidwell was Director of Research for a NYSE firm, opened the Bear Stearns office in Century City, Los Angeles, California, and worked as an investment advisor with Dominick & Dominick in Los Angeles. Dr. Bidwell earned both a Bachelor of Arts degree and an MBA from the University of California at Berkeley.

 

Niall Kilcommons, CFA, CMA

President & Chief Compliance Officer

  • Chartered Financial Analyst
  • Certified Management Accountant
  • Bachelor of Management | University of Lethbridge, Alberta, Canada

Niall Kilcommons is President and a Portfolio Manager at C. M. Bidwell & Associates, Ltd. He joined the firm in 1999 and has since been key in the firm’s back-office management, compliance, research and portfolio management. Prior to joining the firm, Mr. Kilcommons was an accountant with the corporate financial reporting group at Fracmaster, Ltd., an international oil and gas services company in Calgary, Canada. Mr. Kilcommons is a CFA charter holder and is a CMA Professional as awarded by the Society of Management Accountants of Canada.

Mr. Kilcommons manages the investments of numerous client portfolios in the large cap styles. Additionally, Mr. Kilcommons is responsible for back-testing of new variables in conjunction with research results that may be incorporated into the firm’s quantitative management approach. All back-office and compliance functions are overseen by Mr. Kilcommons.

 
 
 

Brett Bidwell, CFA

Vice President

  • Chartered Financial Analyst
  • Master of Economic | University of Texas, Austin
  • BS, Economics | University of Nevada, Las Vegas

Brett is located in Austin, Texas.

Brett Bidwell has served as a financial advisor for UBS Financial Services. He was part of a team that managed $150 million for both individual and institutional accounts. He worked directly with clients throughout the portfolio management process from development of the Investment Policy Statement to portfolio implementation and monitoring. Prior to that, Brett worked as the Director of Research for C.M. Bidwell & Associates.

Mr. Bidwell received a Master’s degree in economics from the University of Texas at Austin and graduated Magna Cum Laude from the University of Nevada, Las Vegas with a major in economics. He has passed all written examinations required for his PhD in economics from UT, as well as completed the field requirements in Econometrics, Industrial Organization, and Labor Theory. He is a CFA charter holder.

 

 

Max Chun-Van Osdol, CFP®

Financial Advisor

  • Certified Financial Planner ™
  • BS, Economics | University of Puget Sound, Tacoma

Max Chun-Van Osdol is a Financial Advisor of C. M. Bidwell & Associates, Ltd. He joined C. M. Bidwell & Associates in 2012 and has since been an integral part of the firm’s portfolio management, operations, research and marketing efforts. Prior to joining C. M. Bidwell & Associates, Mr. Chun-Van Osdol worked at First Hawaiian Bank. Mr. Chun-Van Osdol received his Bachelor’s degree in economics at the University of Puget Sound in Tacoma, Washington.

Mr. Chun-Van Osdol manages the investment of numerous client portfolios in U.S. traded stocks, including stock selection and trading. Additionally, Mr. Chun-Van Osdol is responsible for model creation and implementation in conjunction with research results that may be incorporated into the firm’s quantitative management approach. He also selects mutual funds and ETFs for private wealth management clients to ensure target asset allocations and long term financial objectives are met. He has earned the CFP® designation.