Dir., Equity Research - Investment Management and Research
Jim oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, ETFs, separately managed accounts, and individual securities. Jim and the Equity team also manage the Preferred Portfolio Services® Select Equity Income SMA models. Jim earned a BS in finance from Lehigh University and holds the Chartered Financial Analyst® designation. Prior to Commonwealth, he was a fundamental equity research analyst for Loomis, Sayles & Company and a research analyst at State Street Global Advisors in the U.S. active quantitative group.