James Colin Bacon
Directeur van Onderzoek - Eigen Vermogen bij Nutter Investment Advisors LP
Profiel
Mr. James C.
Bacon, CFA MBA, is a Portfolio Manager at Nutter Investment Advisors LP.
Mr. Bacon coordinates the firm’s research efforts as its Director of Research and has over 20 years of institutional investment management experience with responsibilities including portfolio management, asset allocation, client relationship management, and equity research.
Mr. Bacon was previously Managing Director at The Farland Group, where he managed client accounts and relationships, developed the firm’s investment process and philosophy, and oversaw asset allocation and equity research as a member of the Investment Committee.
His prior experience also includes positions as Chief Investment Officer of Granite Harbor Asset Management, LLC; Director of Research at Crestwood Advisors, LLC; Equity Research Analyst at MFS Investment Management; and Equity Research Associate at Eaton Vance Management.
Mr. Bacon is a Chartered Financial Analyst as well as a member of CFA Society Boston and the CFA Institute.
He holds a B.S.
in finance from Boston College and an MBA from The University of Chicago Booth School of Business.
Actieve functies van James Colin Bacon
| Bedrijven | Functie | Begin |
|---|---|---|
Nutter Investment Advisors LP
 Nutter Investment Advisors LP Investment ManagersFinance Nutter Investment Advisors LP (NIA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1988 and they are a subsidiary of Nutter, McClennen & Fish LLP. NIA manages investment portfolios on behalf of individuals, endowments and foundations. | Directeur van Onderzoek - Eigen Vermogen | - |
Eerdere bekende functies van James Colin Bacon
| Bedrijven | Functie | Einde |
|---|---|---|
Granite Harbor Asset Management LLC
 Granite Harbor Asset Management LLC Investment ManagersFinance Granite Harbor Asset Management LLC provides investment advice. The company is based in Marblehead, MA. The company was founded in 2014 by James Colin Bacon. | Algemeen Directeur | 15-01-2016 |
Turner Investment Partners, Inc.
 Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Analyst-Equity | 19-05-2005 |
| EATON VANCE CORP. | Corporate Officer/Principal | - |
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Analyst-Equity | - |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | 30-09-2008 |
Opleiding van James Colin Bacon
| Boston College | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Eaton Vance Corp.
 Eaton Vance Corp. Investment ManagersFinance Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Turner Investment Partners, Inc.
Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Finance |
Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
Nutter Investment Advisors LP
Nutter Investment Advisors LP Investment ManagersFinance Nutter Investment Advisors LP (NIA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1988 and they are a subsidiary of Nutter, McClennen & Fish LLP. NIA manages investment portfolios on behalf of individuals, endowments and foundations. | Finance |
Granite Harbor Asset Management LLC
Granite Harbor Asset Management LLC Investment ManagersFinance Granite Harbor Asset Management LLC provides investment advice. The company is based in Marblehead, MA. The company was founded in 2014 by James Colin Bacon. | Finance |
