David Harris James
Analyst-Equity bei Robert Harrell, Inc.
Profil
Mr. David H.
James, CFA, is a Portfolio Manager & Investment Adviser Representative at Robert Harrell, Inc. He joined RHI as Investment Adviser Representative in 2010.
Prior to joining RHI, Mr. James worked as the senior analyst with CACH Capital Management, LLC (2010) and with Martin Capital Advisors, LLP (2004-2009).
During his career, he has been assistant manager and head trader for a mutual fund, a financial commentary writer, and an all-around resource for market analysis and trading strategies.
He has been a leader in the investing community since 1995, serving as President of the Austin Chapter of the American Association of Individual Investors (AAII), and Vice President of Austin Area Financial Traders (AAFT).
Mr. James received his Bachelor in Music, with honors, from the Berklee College of Music, summa cum laude, and his Master in Music degree from the University of Texas-Austin.
He earned the Chartered Market Technician (CMT) designation in 2007.
Aktive Positionen von David Harris James
| Unternehmen | Position | Beginn |
|---|---|---|
Robert Harrell, Inc.
 Robert Harrell, Inc. Investment ManagersFinance Robert Harrell, Inc. (RHI) is an independent SEC-registered asset management firm headquartered in Austin, Texas. The firm was founded by Robert Harrell in 1991. RHI provides a full range of services for institutional clients, mostly in Texas. | Analyst-Equity | 01.09.2010 |
Ehemalige bekannte Positionen von David Harris James
| Unternehmen | Position | Ende |
|---|---|---|
Martin Capital Advisors LLP
 Martin Capital Advisors LLP Investment ManagersFinance Martin Capital Advisors LLP (MCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Antonio, Texas. The firm was founded by Paul Martin in 1989. MCA manages investment portfolios for individuals, trusts, and pension plans. | Analyst-Equity | 23.08.2010 |
Capital Cities Asset Management, Inc.
 Capital Cities Asset Management, Inc. Investment ManagersFinance Founded in 1993, Capital Cities Asset Management, Inc. is a registered investment advisor and mutual fund manager located in Austin, Texas. The firm manages assets for individuals and corporate entities. | Portfolio Manager-Aktien | 31.03.2004 |
Ausbildung von David Harris James
| Berklee College of Music | Undergraduate Degree |
| The University of Texas at Austin | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Martin Capital Advisors LLP
Martin Capital Advisors LLP Investment ManagersFinance Martin Capital Advisors LLP (MCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Antonio, Texas. The firm was founded by Paul Martin in 1989. MCA manages investment portfolios for individuals, trusts, and pension plans. | Finance |
Capital Cities Asset Management, Inc.
Capital Cities Asset Management, Inc. Investment ManagersFinance Founded in 1993, Capital Cities Asset Management, Inc. is a registered investment advisor and mutual fund manager located in Austin, Texas. The firm manages assets for individuals and corporate entities. | Finance |
Robert Harrell, Inc.
Robert Harrell, Inc. Investment ManagersFinance Robert Harrell, Inc. (RHI) is an independent SEC-registered asset management firm headquartered in Austin, Texas. The firm was founded by Robert Harrell in 1991. RHI provides a full range of services for institutional clients, mostly in Texas. | Finance |
