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Jim Brown
Stratège de marché chez
Waverly Advisors LLC (Alabama)
Profil
Mr. James A. Brown, CFA MBA, is a Senior Investment Strategist at Waverly Advisors LLC (Alabama).
He brings more than 20 years of experience in Portfolio Management, Equity Research, Trading, Operations, and Compliance.
Prior to joining Buckingham in 2022, he managed multiple teams and was involved in numerous critical areas.
He received Bachelor of Science in Business from Wright State University, Dayton, OH and Master of Business Administration in Operations Management from Wright State University, Dayton, OH.
Postes actifs de Jim Brown
| Sociétés | Poste | Début |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors primarily allocates client investment assets among various mutual funds, ETFs, fixed-income securities and independent managers on a discretionary and non-discretionary basis based on the client's specific investment objectives. | Stratège de marché | 01/08/2025 |
Anciens postes connus de Jim Brown
| Sociétés | Poste | Fin |
|---|---|---|
Apex Capital Management, Inc.
 Apex Capital Management, Inc. Investment ManagersFinance Apex Capital Management invests in companies with stable growth and emerging growth characteristics that are within industries and sectors poised to benefit from global secular growth trends. The firm offers a variety of investment products including Large Cap Growth, All Cap Growth, SMID Cap growth, Mid Cap Growth and Small Cap Growth which are selected by the client or consultant based on the individual needs of the client or as established by the client's investment policy. They also manage the APEXcm Small/Mid Cap Growth Fund. | Corporate Officer/Principal | 01/06/2016 |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Analyst-Equity | - |
Formation de Jim Brown
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Finance |
Apex Capital Management, Inc.
Apex Capital Management, Inc. Investment ManagersFinance Apex Capital Management invests in companies with stable growth and emerging growth characteristics that are within industries and sectors poised to benefit from global secular growth trends. The firm offers a variety of investment products including Large Cap Growth, All Cap Growth, SMID Cap growth, Mid Cap Growth and Small Cap Growth which are selected by the client or consultant based on the individual needs of the client or as established by the client's investment policy. They also manage the APEXcm Small/Mid Cap Growth Fund. | Finance |
Wright State University (Ohio)
 Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors primarily allocates client investment assets among various mutual funds, ETFs, fixed-income securities and independent managers on a discretionary and non-discretionary basis based on the client's specific investment objectives. | Finance |
