Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Investment Committee
Investment Committee |  Research / Marketing |  Operations / Administration
 
Ann M. Shaw, CFP,
Is Chief Operating Officer and Portfolio Manager. Ann is a senior member of the Investment Committee and is involved in security analysis and client service.

She received her Bachelor’s Degree from Capital University. Ann’s CFP designation brings essential knowledge and expertise to our individual client base.

Ann’s management responsibilities include overseeing the day-to-day operations of the company, including human resources, MIS, trading, clearing and administration.
Dr. Frank James
Dr. Frank James
Founder		 Barry James
Barry James
President, CEO		 Ann Shaw
Ann Shaw
COO		 Tom Mangan
Tom Mangan
Sr. Vice President
David James
David W. James
Sr. Vice President		 R. Brian Culpepper
R. Brian Culpepper 
First Vice President		 Brian Shepardson
Brian Shepardson
Assistant Vice President
 
 
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James News

August 18, 2011
Market Volatility: What are we doing?

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July 29, 2011
Special Study - No American Default

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May 20, 2011
Special Study - How to Offset Inflation

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Jan 24, 2011
New Years Forecast - Dayton B2B Finance

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Jan 18, 2010
Topping Markets

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Jul 13, 2009
New Stimulus Won't Cure Economic Woes

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Dec 8, 2008
Rally at Hand

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