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Mr. James M.
Powell is a Vice President & Portfolio Manager at Van Liew Capital, Inc. Mr. Powell joined VAN LIEW in 2018 and has administrative and portfolio responsibilities.
Previously, he was an investment product specialist at Ironwood Investment Management in Boston following almost a decade with Fidelity Investments and everal years as a structured finance analyst at Deloitte & Touche LLP in New York City.
Prior to his investment career, Mr. Powell served as an infantry officer for nine years in the United States Army.
He earned an MBA from the University of Rochester, a BS degree from St. Lawrence University and has attended the ABA National Trust School.
He is a Chartered Financial Analyst charterholder, a Chartered Alternative Investment Analyst charterholder, a member of the CFA Society Boston and a member of the Financial Planning Association®.
Cargos activos de James M. Powell
| Empresas | Cargo | Inicio |
|---|---|---|
Van Liew Capital, Inc.
 Van Liew Capital, Inc. Investment ManagersFinance Van Liew Capital manages client accounts on a discretionary and non-discretionary basis using both a growth and value investing approach, with the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle. The firm’s equity strategy is guided by growth, economic valuation, and financial criteria. Their fixed-income investment strategy strives to maximize returns and minimize risk by creating a fixed-income portfolio that can achieve a balance between modest capital appreciation, preservation of principal, and the generation of a high and predictable stream of income. The closely monitored process is a combination of top-down, the analysis of macroeconomic factors, and bottom-up, the picking of stocks and bonds subject to both fundamental and technical analysis. | Gestor de Cartera-Acciones | 01/06/2018 |
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Van Liew Capital, Inc.
Van Liew Capital, Inc. Investment ManagersFinance Van Liew Capital manages client accounts on a discretionary and non-discretionary basis using both a growth and value investing approach, with the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle. The firm’s equity strategy is guided by growth, economic valuation, and financial criteria. Their fixed-income investment strategy strives to maximize returns and minimize risk by creating a fixed-income portfolio that can achieve a balance between modest capital appreciation, preservation of principal, and the generation of a high and predictable stream of income. The closely monitored process is a combination of top-down, the analysis of macroeconomic factors, and bottom-up, the picking of stocks and bonds subject to both fundamental and technical analysis. | Finance |
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