James T. Moylan, CFA

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Title:

Lead Portfolio Manager

Education:

BS Mathematics, UCLA

MBA, Anderson School of Management, UCLA

Responsibilities:

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 is a shareholder in SFE, serves on its Investment Committee and writes the firm’s quarterly market commentary.

About Jim:

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.

Affiliations:

Connect with this Financial Advisor:

linkedin-icon
Title:

Lead Portfolio Manager

Education:

BS Mathematics, UCLA

MBA, Anderson School of Management, UCLA

Responsibilities:

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 is a shareholder in SFE, serves on its Investment Committee and writes the firm’s quarterly market commentary.

About Jim:

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.

Affiliations: