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| Investment Committee |
Research / Marketing |
Operations / Administration
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Brian Shepardson, CFA ,CIC, CMFC,
Has been with James since 1999. He has many duties including the analysis of equities, fixed income, and mutual funds.
In 2003 Brian was promoted to a Portfolio Manager having earned his CFA designationIn addition to the Chartered Financial Analyst designation, he has also earned the Chartered Investment Counselor designation from the Investment Counsel Association of America and Chartered Mutual Fund Counselor from the College for Financial Planning.
Brian heads up the selection process as well as the daily management of the "short-side" of our hedge funds. He obtained his Bachelor of Business Administration in Finance from the University of Cincinnati in 1996.
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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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