James (Jim) joined Pointe Capital following an acclaimed career as a top-ranked Wall Street securities analyst and investment industry authority. Helping institutional investors manage risk to achieve growth, Jim’s career highlights include seventeen years at Loomis Sayles, where he co-managed a $6 billion large-cap strategy and an energy hedge fund. He also worked with Paine Webber / Rotan Mosle as a Managing Director and Senior Energy Research Team Leader.
Jim has been a Certified Financial Analyst (CFA) charter holder since 1976. Selected by Institutional Investor Magazine for its All-American Research Team from 1984 – 1996, his impeccable industry credentials inform the client service, portfolio management and security selection services Jim brings to Pointe Capital’s individual and institutional investors across the country.
Jim is passionate about connecting with clients to help them understand the financial markets, investments and risk. When not at work, he makes time for skiing, fishing, gardening and reading.
Jim has an MBA from Wayne State University with a concentration in Corporate Finance and a B.S. from Wayne State University with a concentration in Economics. Jim has been is a CFA charter holder since 1976.