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Jim Pease
Membro del Comitato di Investimento presso Carnegie Capital Asset Management LLC
Profilo
Mr. James V.
Pease, CFA MBA, is a Senior Wealth Advisor at Carnegie Capital Asset Management LLC.
In March 1991, he became a part of Carnegie Capital Management Company as an Executive Vice-President.
He is currently serving Carnegie as Senior Portfolio Manager.
His 40 years’ experience of investment management enables him to work closely with diverse clients.
He is also a member of the Carnegie’s Investment Committee.
Mr. Pease served as the Managing Director of the Equities Group at McDonald and Company Securities, Inc. for 20 years.
The domain of his responsibilities included management of Equity Research, Equity Syndicate, Listed, OTC, New York Stock Exchange and American Stock Exchange Trading, Convertible Arbitrage, and Institutional Equity Sales.
As a part of McDonald’s Management Committee, he was responsible for the administration and investment decisions concerning the firm’s profit sharing plan.
He earned his Bachelor of Arts in Economics from Michigan State University and a Master of Business Administration in Finance Case Western Reserve University.
He is a Chartered Financial Analyst.
Posizioni attive di Jim Pease
Società | Posizione | Inizio |
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Carnegie Capital Asset Management LLC
![]() Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Membro del Comitato di Investimento | 01/06/2009 |
Formazione di Jim Pease
Michigan State University | Undergraduate Degree |
Case Western Reserve University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Carnegie Capital Asset Management LLC
![]() Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Finance |
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