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James Easterlin

Principal @Easterlin Consulting

Durham, NC, US
MOBILE NUMBERS
+19•••••••25

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WORK HISTORY

Jan 2011 — Present

Principal @Easterlin Consulting

Durham, NC

Provide full range of investment management services for family company.

EDUCATION

1971 — 1972

University of Cologne, Germany

One year exchange program, Economics

1972 — 1974

Harvard University

MBA, Business Administration and Management, General

1967 — 1971

Washington and Lee University

BA, BS, Business Administration and Management, General, Mathmatics

N/A

Harvard Business School

MBA, Finance

SKILLS

Investment AdvisoryInvestment ManagementTradingStrategic Financial PlanningInvestmentsFinancial MarketsBloombergSecurity AnalysisAsset ManagementPortfolio ManagementDue DiligenceFinancial AnalysisWealth ManagementSeries 7SecuritiesCapital MarketsEquity ResearchMutual FundsCorporate FinanceEquitiesAsset AllocationFinancial ModelingInvestment StrategiesAnalysisAsset ManagmentBondsValuationResearchFundamental ResearchFixed IncomeStrategy

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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