Profil
Mr. Fox joined the firm as its President in 1986.
He was previously President of First Interstate Bancorp's investment advisory subsidiary and President of two mutual funds including Pacific American Income Shares, a closed-end bond fund listed on the NYSE.
He was earlier with Lionel D.
Edie & Co. in Los Angeles and New York as Executive Vice President and Director.
Mr. Fox has served on numerous eleemosynary boards and represents the firm's membership in the Investment Counsel Association of America.
He received his BA from the University of Colorado in 1960.
Anciens postes connus de James B. Fox
Sociétés | Poste | Fin |
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Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Gestionnaire de Portefeuille-Actions | 09/12/2008 |
Clifford Associates LLC
Clifford Associates LLC Investment ManagersFinance Founded in 1915, Clifford Associates LLC manages assets for individuals, family trusts endowments, charitable trusts, universities, hospitals and other non-profit organizations. They are based in Pasadena, California. | Analyst-Equity | 31/10/2007 |
First Interstate Bancorp (California)
First Interstate Bancorp (California) Financial ConglomeratesFinance First Interstate Bancorp operates as a bank holding company. Its subsidiary banks provide services like savings and other deposit accounts. It also provides services like investing in securities and other interest bearing assets. The company is headquartered in Los Angels, CA | President | 01/01/1970 |
Formation de James B. Fox
The University of Colorado | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 3 |
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Clifford Associates LLC
Clifford Associates LLC Investment ManagersFinance Founded in 1915, Clifford Associates LLC manages assets for individuals, family trusts endowments, charitable trusts, universities, hospitals and other non-profit organizations. They are based in Pasadena, California. | Finance |
First Interstate Bancorp (California)
First Interstate Bancorp (California) Financial ConglomeratesFinance First Interstate Bancorp operates as a bank holding company. Its subsidiary banks provide services like savings and other deposit accounts. It also provides services like investing in securities and other interest bearing assets. The company is headquartered in Los Angels, CA | Finance |
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |