James T. Moylan, Lead Portfolio Manager

BS Mathematics, UCLA; MBA, Anderson School of Management, UCLA; CFA

Jim, a Chartered Financial Analyst, co-manages SFE’s US–Equity All-Cap Core Growth & Income strategy. He also has investment management responsibility for SFE’s Pathways™ (SRI) All-Cap strategy. These are separately managed accounts created for clients interested in socially responsible investing. Jim also co-manages the Highmore Sustainable All-Cap Equity Fund (HMSQX), a socially responsible investing mutual fund to which SFE serves as Sub-Advisor. Jim is a shareholder in SFE, serves on its Investment Committee and writes the firm’s quarterly market commentary. Before joining SFE in 2007, Jim was an equity analyst and portfolio manager for 12 years at McCullough, Andrews & Cappiello, a value-oriented investment management firm in San Francisco.