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James Employee News

July 2017 - Ryan Post

Ryan Post has been promoted to Network Administrator for James Investment Research, Inc. and to Senior Trader for James Capital Alliance. Ryan has been with the firm for eleven years. Ryan holds the A+, Network+, Microsoft Certified Professional (MCP), and the Microsoft Certified Systems Administrator (MCSA) certifications.

March 2017 - Neil Craft

Neil Craft has been promoted from Marketing Associate to Client Relationship Manager. Neil joined the firm in 2013 and has completed his Series 6, 63 & 65 FINRA licenses/designations.

November 2016 - Troy Prenger

James Capital Alliance, Inc. trader Troy Prenger successfully obtained the Certificate in Investment Performance Measurement (CIPM) designation, which encompasses advanced, globally relevant, and practice-based investment performance and risk evaluation skills.

November 2016 - David McGowan

James Capital Alliance, Inc. Operations Assistant David McGowan recently passed the FINRA Series 65 exam.

October 2016 - Dr. James

Dr. James sent his greetings and appreciation to all during his visit to the office this week. He is currently focusing on data analysis with the research team, visiting the office 2-3 times a week. He is appreciative to everyone’s well wishes and continues to make excellent progress. He is glad to be actively participating once again, having been out on medical leave.

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August 2016 – Trent Dysert

Portfolio Manager Trent Dysert joins our existing members of Chartered Financial Analysts. We celebrate and congratulate him on the accomplishment of passing the CFA exam.

July 2016 – Matt Watson

Portfolio Manager Matt and wife Stephanie celebrated the joyous and safe arrival of the twins. Their debut: July 16th. Congratulations to the happy & healthy family.

July 2016 - Dr. James

Iris James and family welcome home Founder and Chairman, Dr. Frank James. Both family and staff are glad to see him back home enjoying some home cooking. He remains on medical leave following a stroke.

April 2016 - Diane Rose

Relationship Manager, Diane Rose’s son, Blake, is graduating with honors, Magna cum laude, from the Dominican University of Northern California with a degree in Finance. He will be continuing his work to earn his MBA this year.

April 2016 - Barry James

This spring we join President/CEO, Barry James and wife Joyanna in celebration of the joyous union of their daughter Alycia and Eric James Wirick wed April 19, 2016.

March 2016 - Trent Dysert

Portfolio Manager, Trent Dysert and his wife welcomed their first baby, a boy.

March 2016 - Matt Watson

Portfolio Manager Matt Watson and wife Stephanie are expecting twins in late July. Rumor has it this special delivery has one boy and one girl. Stay tuned…

March 2016 - Dr. James

Dr. Frank James, Founder and Chairman extends a word of thanks for the well wishes and kind words received this month. He is currently on medical leave recovering from a stroke.

November 2015 - Tom Mangan

Senior Vice President, Tom Mangan's daughter, Erin Lariviere, has been promoted to senior engineer at GE Aviation in Cincinnati. Her undergraduate degree is in Aerospace Engineering from Notre Dame and her masters degree is in Aerospace Engineering from The Ohio State University.

October 2015 - Annette Quinter

Annette Quinter was promoted from Operations Associate to Assistant Vice President.

October 2015 - Kammie Boatwright

Kammie Boatwright was promoted from Administrative Associate to Communications Director.

August 2015 - Collin Murphy

Systems Engineer, Collin Murphy’s expertise has now expanded to developing James Marketing Media Department.

August 2015 - Matt Watson

Portfolio Manager Matt Watson successfully completed the last phase of the CFA exam. We are proud to include him among our existing members as a Chartered Financial Analyst.

May 2015 - Brian Shepardson

Brian Shepardson, First Vice President/Portfolio Manager was appointed Assistant Treasurer for the James Advantage Funds.

February 2015 - Neil Craft

Marketing Associate Neil Craft completed his FINRA Series 63 adding to his existing FINRA Series 6, and 65 qualifications.


James News

March 18, 2019
Dr. Frank Edward James Obituary

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March 14, 2019
James Investment Research, Inc. Announces Passing of Founder Dr. Frank E. James

It is with great sadness James Investment Research, Inc., James Capital Alliance, Inc. and the James family informs you James Investment Research, Inc. Founder and Chairman Dr. Frank James Jr. peacefully passed away on Wednesday, March 13, 2019 surrounded by his loving wife and family. Dr. James earned his Ph.D. from Rensselaer Polytechnic Institute in 1967. His dissertation, The Implications of Trend Persistency in Portfolio Management, provided a computer-based study of the price movements of every security listed on the New York Stock Exchange between 1926 and 1960.

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February 5, 2019
Exchange Traded Concepts to Close and Liquidate the James Purpose Based Investment ETF
After careful consideration, Exchange Traded Concepts, LLC, the Fund’s investment adviser, in consultation with James Investment Research Inc., the Fund’s index provider, has recommended, and the Board of Trustees of Exchange Listed Funds Trust has approved, the termination and liquidation of the Fund pursuant to the terms of a Plan of Liquidation.

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January 12, 2018
James Investment Research, known for our 40-year history of providing principles-driven investment management products is expanding with the addition of our first ETF, the James Biblically Responsible Investment ETF (JBRI).

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December 12, 2017
Economic Outlook 2018

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November 17th, 2017
Topping Market

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September 13th, 2017
If Value is Underperforming Growth...Why Stay There?

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March 15, 2017
A Cautionary Tale

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December 14, 2016
Economic Outlook 2017

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November 9, 2016
Initial Thoughts on the Election

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October 18, 2016
Whitepaper 2016 Election Considerations

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June 27, 2016
Special Study Opportunity from Brexit

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June 27, 2016
Video Opportunity from Brexit

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June 22, 2016
Video Current Conditions 6-22-16

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Junes 13, 2016
Whitepaper - Who Will Win?

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January 4, 2016
Video Economic Outlook 2016: International

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December 28, 2015
Video Economic Outlook 2016: Bonds

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December 21, 2015
Video Economic Outlook 2016: Economy

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September 23, 2015
China is not Greece Video

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September 23, 2015
China is not Greece Special Study

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September 2, 2015
Dirty Dozen Video

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September 1, 2015
Dirty Dozen Economic Tripwires

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August 26, 2015
Quick Clip: Thoughts on Recent Selloff

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June 29, 2015
Special Study - Opportunity In Greek Crisis

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June 12, 2013
Special Study - Topping Markets 2013

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March 22, 2013
Special Study - Sequestration Follies

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March 18, 2013
White Paper - Cyprus Crisis Aftershock

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March 1, 2013
Sequestration Interview
with Dr. James

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December 11, 2012
2013 Economic Outlook Videos

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September 5, 2012
Special Study - No Cliff Diving

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August 18, 2011
Market Volatility: What are we doing?

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July 29, 2011
Special Study - No American Default

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May 20, 2011
Special Study - How to Offset Inflation

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Jan 24, 2011
New Years Forecast - Dayton B2B Finance

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Jan 18, 2010
Topping Markets

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Jul 13, 2009
New Stimulus Won't Cure Economic Woes

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