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| Investment Committee |
Research / Marketing |
Operations / Administration
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Ann M. Shaw, CFP,
Is Chief Operating Officer and Portfolio Manager. Ann is a senior member of the Investment Committee and is involved in security analysis and client service.
She received her Bachelor’s Degree from Capital University. Ann’s CFP designation brings essential knowledge and expertise to our individual client base.
Ann’s management responsibilities include overseeing the day-to-day operations of the company, including human resources, MIS, trading, clearing and administration.
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Dr. Frank James
Founder |
Barry James
President, CEO |
Ann Shaw
COO |
Tom Mangan
Sr. Vice President |
David W. James
Sr. Vice President |
R. Brian Culpepper
Portfolio Manager |
Brian Shepardson
Portfolio Manager |
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