Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Investment Committee
Investment Committee |  Research / Marketing |  Operations / Administration
 
Brian Shepardson, CFA ,CIC, CMFC,
Has been with James since 1999. He has many duties including the analysis of equities, fixed income, and mutual funds.

In 2003 Brian was promoted to a Portfolio Manager having earned his CFA designationIn addition to the Chartered Financial Analyst designation, he has also earned the Chartered Investment Counselor designation from the Investment Counsel Association of America and Chartered Mutual Fund Counselor from the College for Financial Planning.

Brian heads up the selection process as well as the daily management of the "short-side" of our hedge funds. He obtained his Bachelor of Business Administration in Finance from the University of Cincinnati in 1996.
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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