Profil
Mr. James R.
Boothe, CFA MBA, is a Chief Investment Officer & Portfolio Manager at Brentview Investment Management LLC.
Previously, Mr. Boothe was at Santa Barbara Asset Management where he was the Chief Investment Officer and creator of the flagship Dividend Growth strategy which began in 2004.
Prior to joining Santa Barbara, he was a Portfolio Manager and an Industrials Analyst at USAA. Preceding this, he worked at San Juan Asset Management as a Portfolio Manager and Analyst.
He has also published a series of institutional research papers on dividend stocks.
Mr. Boothe received a B.B.A. from Kent State University and an M.B.A. in Finance from Loyola Marymount University.
He holds the Chartered Financial Analyst designation.
Postes actifs de James Ralph Boothe
| Sociétés | Poste | Début |
|---|---|---|
Brentview Investment Management LLC
Brentview Investment Management LLC Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | 01/06/2019 |
Anciens postes connus de James Ralph Boothe
| Sociétés | Poste | Fin |
|---|---|---|
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance SBAM is a fundamentally focused investment firm that seeks companies with strong fundamentals and a clear commitment to growing their dividend. The firm provides separate account investment advisory services in dividend-focused strategies. Their portfolio managers are responsible for the investment decisions with respect to an investment strategy selected by the client. | Directeur en chef des Investissements | 08/07/2019 |
USAA Investment Services Co.
USAA Investment Services Co. Investment ManagersFinance ISCO does not perform investment management services or provide personalized investment advice. | Gestionnaire de Portefeuille-Actions | 01/01/2000 |
San Juan Asset Management, Inc.
San Juan Asset Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
| NUVEEN TAX-ADVANTAGED DIVIDEND GROWTH FUND | Corporate Officer/Principal | - |
Formation de James Ralph Boothe
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
USAA Investment Services Co.
USAA Investment Services Co. Investment ManagersFinance ISCO does not perform investment management services or provide personalized investment advice. | Finance |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance SBAM is a fundamentally focused investment firm that seeks companies with strong fundamentals and a clear commitment to growing their dividend. The firm provides separate account investment advisory services in dividend-focused strategies. Their portfolio managers are responsible for the investment decisions with respect to an investment strategy selected by the client. | Finance |
Nuveen Tax Advantaged Dividend Growth Fund
Nuveen Tax Advantaged Dividend Growth Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Kent State University (Ohio)
Kent State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loyola Marymount University
Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
San Juan Asset Management, Inc.
San Juan Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Brentview Investment Management LLC
Brentview Investment Management LLC Investment ManagersFinance Provides investment advice | Finance |
















