James T. Moylan, CFA, MBA

Vice President, Lead Portfolio Manager
BS Math & Applied Science, UCLA; MBA Anderson School, UCLA; Series 7, 63, 65

Jim’s career began at Hughes Electronics, where he worked as a Program Engineer on government electronics contracts. Jim moved into the investment management business in the mid 1990’s and joined McCullough, Andrews & Cappiello, Inc, in San Francisco. During his 12-year tenure there, Jim honed his skills as a fundamental analyst and portfolio manager while developing expertise in the Telecom, Energy, Utilities, Healthcare, and Technology sectors.

At SFE, Jim brings a high level of objective analysis and discipline to our ‘bottom up’, fundamental research. He shares portfolio review duties with Charlie Bohlen and also serves as Co-Portfolio Manager for the Pathways SRI Strategy and the Growth & Income Strategy. Jim is a leader on the SFE Investment Committee and he has been a member of the CFA Institute since 1997.