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James Michael van de Voorde
Amministratore Delegato presso Osher Van de Voorde Investment Management
Profilo
Mr. James M.
van de Voorde is a President & Chief Executive Officer at Osher van de Voorde Investment Management.
He co-founded in 1993 by van de Voorde and his long-time business partner and mentor Bob Osher.
is responsible for designing and implementing investment and financial planning strategies for clients.
He developed the firm's valuation model that helps identify suitable investment opportunities and is responsible for the construction of client portfolios, including security selection and sector allocation.
James brings a strong background in financial planning to the investment management business and pioneered the OVIM "Bridge Evaluation", a comprehensive approach to planning that offers a clear overview of life priorities and planning goals, ensures that investment portfolios are properly aligned with those goals and minimizes exposure to unnecessary risk.
He has served on the Foundation and Governing Boards at Glendale Adventist Medical Center and the Alumni Board and LionsFund Council at Loyola Marymount University.
He graduated from Loyola Marymount University with a Bachelor of Arts in Urban Studies, completed the U.C.
Berkeley Extension financial planning coursework and is a Certified Retirement Counselor.
He is a member of the Economic Round Table, CFA Society of Los Angeles, the San Gabriel Valley Chapter of the Financial Planning Association and the Glendale Estate Planning Council.
Posizioni attive di James Michael van de Voorde
Società | Posizione | Inizio |
---|---|---|
Osher Van de Voorde Investment Management
![]() Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Amministratore Delegato | 01/01/1993 |
Precedenti posizioni note di James Michael van de Voorde
Società | Posizione | Fine |
---|---|---|
Vistage International, Inc.
![]() Vistage International, Inc. Personnel ServicesCommercial Services Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA. | Corporate Officer/Principal | - |
Adventist Health Glendale
![]() Adventist Health Glendale Hospital/Nursing ManagementHealth Services Adventist Health Glendale provides healthcare services. The firm offers behavioral medicine, cancer, chaplain, childcare, diabetic, diagnostic imaging, orthopedic, heart, and vascular services. company was founded in 1905 and is headquartered in Roseville, CA. | Direttore/Membro del Consiglio | - |
Formazione di James Michael van de Voorde
Loyola Marymount University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Adventist Health Glendale
![]() Adventist Health Glendale Hospital/Nursing ManagementHealth Services Adventist Health Glendale provides healthcare services. The firm offers behavioral medicine, cancer, chaplain, childcare, diabetic, diagnostic imaging, orthopedic, heart, and vascular services. company was founded in 1905 and is headquartered in Roseville, CA. | Health Services |
Osher Van de Voorde Investment Management
![]() Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Finance |
Vistage International, Inc.
![]() Vistage International, Inc. Personnel ServicesCommercial Services Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA. | Commercial Services |
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