![Jim Kennedy Ferguson](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. Jim K.
Ferguson, CFA, is a Principal at Evermay Wealth Management LLC.
Prior to Evermay, Mr. Ferguson served as founder and President of Ayrshire Associates, a Washington, D.C.-based investment counseling firm.
His wide-ranging experience also includes nineteen years at Davidge & Co., a year at Equitable Life Insurance and three years at Riggs National Bank, where he served in the trust department.
A native of Washington who has lived in the area since birth, he graduated from Xavier University in Cincinnati with a B.S.
in Economics and then earned an LL.B from Georgetown University Law Center.
Mr. Ferguson has been an associate member of the Virginia State Bar and the Bar Association of the District of Columbia.
He obtained the designation of Chartered Financial Analyst in 1972 and Chartered Investment Counselor in 1975.
A dedicated and active member of the local community, Mr. Ferguson is a member and past president of the Board of Trustees of the Catholic Youth Organization of Washington, has been a director of The Wildlife Trust and Capital City Opera, and is a former board member of Mercy Health Clinic.
Anciens postes connus de Jim Kennedy Ferguson
| Sociétés | Poste | Fin |
|---|---|---|
Ayrshire Associates, Inc.
 Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire is a large-cap GARP manager. They employ both top-down and bottom-up techniques. Their top-down approach includes the analysis of macroeconomic, geopolitical and capital market conditions, any changes in business regulations and sector and industry assessment. Stock investments are selected for their long-term total return potential, including capital appreciation and dividend income. They look for businesses with promising products or services, seasoned management teams, and proven track records of consistent sales and profit growth. They focus primarily on fundamental analysis and employ several academically and industry-accepted valuation tools, such as the discounted free cash flow, dividend discount and economic value-added models. A company that meets their fundamental criteria is then confirmed with technical analysis. Fixed-income investments are selected based on their investment grade, liquidity, duration and yield to maturity. For portfolios where taxes are not a consideration, bond investments are primarily investment-grade securities issued by the US government or its agencies, and financially sound corporations. For clients whose income is subject to taxes, they often utilize tax-exempt state and local bonds | President | 30/09/2009 |
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | President | 17/12/2009 |
Riggs National Corp.
 Riggs National Corp. Major BanksFinance National commercial bank | Corporate Officer/Principal | - |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Corporate Officer/Principal | - |
Formation de Jim Kennedy Ferguson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Riggs National Corp.
Riggs National Corp. Major BanksFinance National commercial bank | Finance |
Ayrshire Associates, Inc.
Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire is a large-cap GARP manager. They employ both top-down and bottom-up techniques. Their top-down approach includes the analysis of macroeconomic, geopolitical and capital market conditions, any changes in business regulations and sector and industry assessment. Stock investments are selected for their long-term total return potential, including capital appreciation and dividend income. They look for businesses with promising products or services, seasoned management teams, and proven track records of consistent sales and profit growth. They focus primarily on fundamental analysis and employ several academically and industry-accepted valuation tools, such as the discounted free cash flow, dividend discount and economic value-added models. A company that meets their fundamental criteria is then confirmed with technical analysis. Fixed-income investments are selected based on their investment grade, liquidity, duration and yield to maturity. For portfolios where taxes are not a consideration, bond investments are primarily investment-grade securities issued by the US government or its agencies, and financially sound corporations. For clients whose income is subject to taxes, they often utilize tax-exempt state and local bonds | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Miscellaneous |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Finance |
