James Easterlin
Senior Equity Analyst, Portfolio Manager, Email [email protected]
- Role
- Principal at Easterlin Consulting
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About James Easterlin
Senior Equity Analyst and Portfolio Manager with a proven track record. Average performance of my stock picks exceeded that of the S&P 500. Worked directly with Bill Miller, well-known money manager. Harvard MBA. Core Competencies: • Developing investment strategies • Constructing and managing portfolios of mutual funds. • In depth due diligence into the investment process in client portfolios. • Analyzing large, mid and small cap stocks using a value framework. • Assessing and valuing companies in a wide range of industries based upon in-depth fundamental research. • C-level communication • Client Presentations Professional Profile: • Proactively researches mutual funds/companies utilizing in depth financial analysis and fundamental investment assessment • Supports building of rapport and business relationships with clients • Continually seeks self-improvement and continued education • A self-starter who works well under pressure. Strong oral and written communication skills. Note: Common mispellings of name are Eastland, Easterling.
Experience
Principal
Jan 2011 — Present · Durham, NC
Provide full range of investment management services for family company.
Education
University of Cologne, Germany
One year exchange program, Economics
1971 — 1972
Harvard University
MBA, Business Administration and Management, General
1972 — 1974
Washington and Lee University
BA, BS, Business Administration and Management, General, Mathmatics
1967 — 1971
Harvard Business School
MBA, Finance
Skills
- Investment Advisory
- Investment Management
- Trading
- Strategic Financial Planning
- Investments
- Financial Markets
- Bloomberg
- Security Analysis
- Asset Management
- Portfolio Management
- Due Diligence
- Financial Analysis
- Wealth Management
- Series 7
- Securities
- Capital Markets
- Equity Research
- Mutual Funds
- Corporate Finance
- Equities
- Asset Allocation
- Financial Modeling
- Investment Strategies
- Analysis
- Asset Managment
- Bonds
- Valuation
- Research
- Fundamental Research
- Fixed Income
- Strategy
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