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James Easterlin
Principal @Easterlin Consulting
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WORK HISTORY
Principal @Easterlin Consulting
Durham, NC
Provide full range of investment management services for family company.
EDUCATION
University of Cologne, Germany
One year exchange program, Economics
Harvard University
MBA, Business Administration and Management, General
Washington and Lee University
BA, BS, Business Administration and Management, General, Mathmatics
Harvard Business School
MBA, Finance
SKILLS
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.
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