Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Marketing
Investment Committee |  Research / Marketing |  Operations / Administration
 
Diane Rose
Has over 25 years of experience in the financial services industry. She has been with James Investment Research since 1986. Diane worked in the area of portfolio management for nearly 10 years prior to focusing her efforts primarily on new business development and client service.

Diane works extensively with clients in the area of financial, investment and retirement planning. Diane holds the Series 63, Series 65, and Series 6 securities licenses, and earned a B.S. degree in Finance from Wright State University.

Fall Ainina
Fall Ainina, Ph.D
Research
Trent Dysert
Trent Dysert
Assistant Portfolio Manager
Matt Watson
Matt Watson
Assistant Portfolio Manager
Diane Rose
Diane Rose
Marketing
Michelle Kilchenman
Michelle Kilchenman, MBA
Marketing
Lynsey Shepard
Lynsey Shepard
Marketing
 
 
JIR Study


James News

March 22, 2013
Special Study - Sequestration Follies

Click Here To Read This Article (.PDF)
March 18, 2013
White Paper - Cyprus Crisis Aftershock

Click Here To Read (.PDF)
March 1, 2013
Sequestration Interview
with Dr. James


Listen Here
December 11, 2012
2013 Economic Outlook Videos

View Here
September 5, 2012
Special Study - No Cliff Diving

Click Here To Read (.pdf)
August 18, 2011
Market Volatility: What are we doing?

Click Here To Read (.pdf)
July 29, 2011
Special Study - No American Default

Click Here To Read (.pdf)
May 20, 2011
Special Study - How to Offset Inflation

Click Here To Read (.pdf)
Jan 24, 2011
New Years Forecast - Dayton B2B Finance

Click Here To Read (.pdf)
Jan 18, 2010
Topping Markets

Click Here To Read (.pdf)
Jul 13, 2009
New Stimulus Won't Cure Economic Woes

Click Here To Read (.pdf)