![Jim Boucher](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Jim Boucher is a Senior Portfolio Manager at SDR and is one of SDR’s
shareholders.
Prior to joining SDR, Mr. Boucher was the Marketing Manager and Investment Sales Division Administrative Program Manager for The Pacific Bank.
Prior to his tenure at The Pacific Bank, Mr. Boucher held several professional positions at Wells Fargo Bank and was most recently the Finance Manager for its Private Banking Group.
Educational Background: Mr. Boucher received his B.A. degree from the University of California at Berkeley and his M.B.A. and M.P.A degrees from the California State University, Hayward.
Mr. Boucher currently holds the California Life & Disability Insurance license and, prior to his tenure at SDR, held NASD Series 7, 24, 63 and 66
security licenses.
He is currently a Level II CFA Candidate.
Mr. Boucher has also published numerous articles on such topics as analyzing treasury yields, insurance company due diligence, and client investment suitability standards.
Precedenti posizioni note di Jim Boucher
| Società | Posizione | Fine |
|---|---|---|
SDR Capital Management, Inc.
 SDR Capital Management, Inc. Investment ManagersFinance SDR's goal is to obtain long-term capital appreciation in growth-oriented and value-oriented companies across all sectors of the U.S. economy, with some emphasis on international stocks through ADRs. The portfolio management team invests in long positions and may use option hedging and other defensive investment strategies. They do not employ margin, and in difficult environments may hold a meaningful percentage of cash/cash equivalents to protect investors. | Analyst-Equity | 15/05/2005 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
10
Relazioni di 1° grado
1
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
SDR Capital Management, Inc.
SDR Capital Management, Inc. Investment ManagersFinance SDR's goal is to obtain long-term capital appreciation in growth-oriented and value-oriented companies across all sectors of the U.S. economy, with some emphasis on international stocks through ADRs. The portfolio management team invests in long positions and may use option hedging and other defensive investment strategies. They do not employ margin, and in difficult environments may hold a meaningful percentage of cash/cash equivalents to protect investors. | Finance |
