James Michael Yaworski

Analyst-Equity chez Carlson Capital Management LLC

Profil

Mr. James M.
Yaworski is a Senior Investment Strategist at Carlson Capital Management LLC.
He is responsible for investment research, portfolio management, and client investment education.
He monitors and reviews client portfolios to maintain balance across asset classes, makes recommendations for portfolios when out of alignment with models, reviews daily cash positions, and places trades through the custodial trading platform.
Mr. Yaworski also provides new client portfolio analysis, asset class/portfolio research and analysis, prepares and presents client education materials, and manages other activities in support of overall client portfolio management.
Prior to joining the firm, his experience included working in the roles of investment manager, project manager in investment research, and financial analyst in both large and small financial organizations.
Mr. Yaworski is a graduate of Northern Illinois University where he earned his degree in Finance.
He holds the Chartered Financial Analyst (CFA Charter) designation.

Postes actifs de James Michael Yaworski

Sociétés	Poste	Début
Carlson Capital Management LLC	Analyst-Equity	-

Formation de James Michael Yaworski

Northern Illinois University

Undergraduate Degree