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Profil
James J.
Battaglia worked as Principal at Rochdale Investment Management LLC, Brown Brothers Harriman & Co., and Citigroup Asset Management (United States).
From 2004 to 2026, served at Franklin Advisers, Inc., including the role of Vice President & Research Analyst from 2024 to 2026.
Education includes an undergraduate degree from Le Moyne College in 1994 and a graduate degree from Pace University in 1996.
Anciens postes connus de James Battaglia
| Sociétés | Poste | Fin |
|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Analyst-Equity | 01/06/2026 |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Corporate Officer/Principal | - |
Citigroup Asset Management (United States)
 Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl | Corporate Officer/Principal | - |
Formation de James Battaglia
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Le Moyne College
 Le Moyne College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl | Finance |
