James Matthew Shields
Analyst-Equity bij Towle & Co.
Profiel
Mr. James M.
Shields, CFA MBA, is a Head of Private Funds & Portfolio Manager at Towle & Co. He joined the firm in 2013.
He involves in the research and investment process at the firm.
Previously, Mr. Shields was a Manager at Deloitte Financial Advisory Services and an Analyst at Marshall & Stevens in the Business and Intangible Asset Valuation groups.
While at these organizations, he managed a team of analysts, valued privately held companies, and valued intangible assets for multinational transactions.
Mr. Shields graduated with a BBA in finance & banking/real estate from the University of Missouri and received an MBA from the University of Chicago Booth School of Business.
He holds the distinction of Chartered Financial Analyst.
Actieve functies van James Matthew Shields
| Bedrijven | Functie | Begin |
|---|---|---|
Towle & Co.
 Towle & Co. Investment ManagersFinance Towle & Co. (Towle) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by J. Ellwood Towle in 1981. Towle manages public equity portfolios for families and institutions on a fully discretionary basis. | Analyst-Equity | 01-07-2013 |
Eerdere bekende functies van James Matthew Shields
| Bedrijven | Functie | Einde |
|---|---|---|
Marshall & Stevens, Inc.
 Marshall & Stevens, Inc. Real Estate DevelopmentFinance Marshall & Stevens, Inc. provides valuation and litigation support services. The firm assists its clients with planning, due diligence, negotiation and reporting issues related to financings, mergers, acquisitions, divestitures, restructurings, insurance placement and tax-related transactions. The company was founded in 1932 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - |
Deloitte Financial Advisory Services LLP
 Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van James Matthew Shields
| University of Missouri | 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 | 3 |
|---|---|
Towle & Co.
Towle & Co. Investment ManagersFinance Towle & Co. (Towle) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by J. Ellwood Towle in 1981. Towle manages public equity portfolios for families and institutions on a fully discretionary basis. | Finance |
Deloitte Financial Advisory Services LLP
Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Commercial Services |
Marshall & Stevens, Inc.
Marshall & Stevens, Inc. Real Estate DevelopmentFinance Marshall & Stevens, Inc. provides valuation and litigation support services. The firm assists its clients with planning, due diligence, negotiation and reporting issues related to financings, mergers, acquisitions, divestitures, restructurings, insurance placement and tax-related transactions. The company was founded in 1932 and is headquartered in Los Angeles, CA. | Finance |