![James Michael Yaworski](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. James M.
Yaworski is a Vice President & Portfolio Manager at Sequoia Financial Advisors LLC and a Portfolio Manager at CCM Investment Group LLC.
He provides leadership in the areas of trading, investment research, and portfolio design and oversees analysis and execution of investment strategies for new and existing client portfolios.
Mr. Yaworski was previously employed as a Senior Investment Strategist & Portfolio Manager by Carlson Capital Management LLC.
He received his undergraduate degree from Northern Illinois University.
He also holds Chartered Financial Analyst designation.
Postes actifs de James Michael Yaworski
| Sociétés | Poste | Début |
|---|---|---|
Sequoia Financial Advisors LLC
 Sequoia Financial Advisors LLC Investment ManagersFinance SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance. | Analyst-Equity | 01/04/2025 |
Anciens postes connus de James Michael Yaworski
| Sociétés | Poste | Fin |
|---|---|---|
Carlson Capital Management LLC
 Carlson Capital Management LLC Investment ManagersFinance CCM takes a structured, long-term approach to investing that is based on Modern Portfolio Theory and a factor-based investing. Managed portfolios are constructed using primarily open-ended mutual funds and exchange traded funds (ETFs). When appropriate, the firm will also utilize fixed income securities. | Analyst-Equity | 01/04/2025 |
Formation de James Michael Yaworski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Northern Illinois University
 Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC Investment ManagersFinance SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance. | Finance |
Carlson Capital Management LLC
Carlson Capital Management LLC Investment ManagersFinance CCM takes a structured, long-term approach to investing that is based on Modern Portfolio Theory and a factor-based investing. Managed portfolios are constructed using primarily open-ended mutual funds and exchange traded funds (ETFs). When appropriate, the firm will also utilize fixed income securities. | Finance |
